08/13/2014
Conference Features Top Industry Experts and Peer-to-Peer Instruction to Enhance Advisor Education at All Levels of Professional Achievement
08/13/2014
Switzerland is one of the most successful and stable economies in the world
08/13/2014
Five former Morgan Stanley financial advisers have formed Encompass Wealth Advisors, a wealth management firm that opens its doors with nearly $650 million in assets under management.
08/12/2014
This wealth management and financial advisory firm, based in Indianapolis, aims to offer its clients a genuinely personal service, treating them “as if they were family”.
08/10/2014
This year the Father/Daughter team were presented with top honors
08/07/2014
Assets under management increased by 0.9 per cent.
08/05/2014
Lebenthal lands $600 million BNY Mellon team
The Goldstein-Patterson Group managed more than $600 million in client assets at BNY Mellon.
08/05/2014
New US Private Wealth Management Group launched
The focus of this new group is to provide private wealth planning and investment management services to business-owners, entrepreneurs, and high-net worth individuals and families whose portfolios include private assets and alternative investments.
08/04/2014
Wealth Managers Enlist Spy Tools to Map Portfolios
Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.
08/04/2014
Wealth Management Team Launches Arbor Trust Wealth Advisors as an Independent Advisory Firm
Arbor Trust Wealth Advisors was created to provide sophisticated investment and estate planning advice to our highly educated community
08/04/2014
Those in the business of wealth management understand the value of carefully calculated risk and the satisfaction of making decisions that lead to success
08/04/2014
Mariner acquires Allied Business Group
Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, today announced it has acquired Allied Business Group.
08/01/2014
Gibraltar warned shareholders in its annual report that federal regulators notified it in February of their intent to hit it with a new enforcement action
07/31/2014
Atlantic Trust is committed to providing investment excellence along with the highest quality client experience.
07/31/2014
William Michaelcheck, founder, partner, co-chief investment officer and chairman of Mariner Investment Group, believes the regulatory landscape has created significant opportunities for hedge funds
07/31/2014
Asset manager Legg Mason Inc's net income rose 51 pct in the first quarter, driven by increased assets under management and lower operating expenses.
07/30/2014
Ameriprise Financial Inc. said its earnings rose 16.5% as the financial-services company posted a strong performance in its advice and wealth-management unit.
07/29/2014
UBS Wealth Management Americas saw profits slip 3% year-over-year, due in part to financial advisor compensation, according to the firm's latest earnings report.
07/28/2014
JP Morgan questioned on private bank impropriety
Being transparent is part of our normal course of business and it's what drives our client communications
07/27/2014
Alan "Ace" Greenberg, the former chairman and chief executive officer of Bear Stearns Cos Inc, died on Friday at the age of 86 after a bout with cancer.