05/16/2014
Two Memphis firms make CNBC’s Top 100 wealth management firms
Waddell & Associates was ranked No. 39, while Red Door came in at No. 97
Wealth and Asset Management
05/16/2014
Raymond James Recruits $1.6M Wirehouse Team
A Merrill Lynch advisor team that generated about $1.6 million in annual revenue is moving to Raymond James
05/15/2014
Recruiting has Become a Private Equity Game
Yes, the markets have helped with asset growth organically
05/15/2014
Former UBS, Wells Fargo advisers to use Raymond James' platform
The Investment Advisors Division of Raymond James Financial provides custodial and support services
05/15/2014
Envestnet Launches Education Portal
Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors
05/15/2014
Raymond James' Custodian Group Picks Up New RIA
Playing matchmaker has paid off for Raymond James' custodial operation
05/14/2014
Societe Generale Securities Services appointed by Wells Fargo Asset Management as its Correspondent Bank in Italy
SGSS was selected for its widely-recognised expertise as a correspondent bank and its capacity to accompany Wells Fargo Asset Management
05/14/2014
Financial Planning or Asset Management? Clients Need Both
The "value" of portfolio management isn't just when a portfolio grows
05/14/2014
Asset managers likely to get bigger bonuses this year - consultant
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
Advisers Scramble as Firms Trim Overseas Business
Ileana Platt was put in a bind when Barclays PLC announced plans to pull out of the Latin American market for wealth management services.
05/13/2014
Dallas wealth management firms merge
As part of the merger, RGT will retain SCM Advisors’ staff and will assume client assets of $600 million
05/13/2014
Wharton and Chubb Establish High-Net-Worth Insurance Advisor Certification for Agents
The Chubb Group of Insurance Companies and the Aresty Institute of Executive Education at the Wharton School have created an educational program that will help select agents and brokers better understand the risk management and insurance needs of their h
05/12/2014
AllianceBernstein Announces April 30, 2014 Assets Under Management
AllianceBernstein L.P. and AllianceBernstein Holding L.P. today announced that preliminary assets under management increased to $457 billion during April 2014 from $454 billion at the end of March.
05/09/2014
Schwab wins $740-million team
Integrated Wealth Management nabbed The Cypress Group from Morgan Stanley after putting Tamarac in place
05/08/2014
J O Hambro Capital Management Selects Advisers Investment Trust
Asset manager J O Hambro Capital Management Limited based in London, has selected the Advisers Investment Trust for their U.S. mutual fund products.
05/07/2014
WE Family Offices Ranks Among Top 50 Wealth Managers In Forbes
WE Family Offices is a family-focused wealth management firm
05/07/2014
Will HighTower be the next Raymond James?
Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.
05/06/2014
Investment Outsourcing Grows at Northern Trust
Northern Trust Corporation is a leading provider of investment management
05/06/2014
Regions Bank launches Wealth Insights
Specific topics addressed by Wealth Insights publications include retirement, taxes and estate planning
05/06/2014
UBS sets new cost target in U.S. wealth business
UBS AG has set tighter expense control targets for its Americas wealth management business, Switzerland's biggest bank said Tuesday as it reported a 7 percent rise in first-quarter net profit prompted by lower taxes and cost-cutting.