01/19/2015
Opportunities in new geographies and asset classes, a rise in the mass affluent, and aging high net worth baby boomers are sparking new demand for wealth management services.
01/16/2015
Major Houston wealth manager to be acquired by Dallas company
Woodway has 27 employees, all of whom will remain with Westwood in their current capacities.
01/14/2015
The strategic merger will bring total assets under management to $1.9 billion.
01/14/2015
Thanks to robo-advisors, investors have more options now than ever when it comes to wealth management.
01/14/2015
Family offices and the super-rich are finding a role for investment professionals who can help them structure portfolios that deliver financial and social/environmental results.
01/13/2015
On the other hand, raising capital in every field is extremely competitive.
01/13/2015
Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history
01/12/2015
Focus Financial affiliate adds an advisor with some $200 million in assets
01/11/2015
Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.
01/09/2015
Family Office Services Team nominated for excellence in tax advice and wealth management technology solutions.
01/08/2015
This interest is fuelled by the extensive economic crisis experienced in 2009.
01/07/2015
It is a great honour and a testament to the hard work our team has put in over the last 12 months.
01/07/2015
Ifert has worked in financial services for more than 32 years.
01/07/2015
Low interest rates have made it difficult for banks to make money on loans
01/07/2015
It also opens to clients of Vantage other services Mariner Wealth offers
01/05/2015
There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.
01/05/2015
Financial terms of the deal were not disclosed in a news release Monday.
01/05/2015
These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
01/01/2015
Most players focus on one style
12/31/2014
Before the golden sun sets, 2014’s calender is destroyed, And mobile networks get jammed, I wish in 2015 every moment is enjoyed. Happy New Year 2015 !