04/17/2014
Legend Advisory Corporation Announces Wealth Management Platform
Legend Advisory Corporation, a registered investment adviser, announced today the unveiling of a comprehensive wealth management platform for their financial advisers.
04/17/2014
Legend Advisory Corporation, a registered investment adviser, announced today the unveiling of a comprehensive wealth management platform for their financial advisers.
04/17/2014
WisdomTree Investments, Inc.an exchange-traded fund sponsor and asset manager, announced today that it has completed the acquisition of Boost ETP
04/17/2014
Wealth management revenue rose 4 percent to $3.62 billion and the division's earnings were up 65 percent to $423 million.
04/16/2014
HighTower's annual Ultra-High-Net-Worth Family Wealth Conference took place on April 8, 2014 at George Washington University in Washington, DC.
04/16/2014
BlackRock CEO Laurence Fink's pay totaled $22.9 million in 2013
BlackRock Inc, the world's largest money manager, paid Chief Executive Officer Laurence Fink $22.9 million in compensation last year, up 13.4 percent from $20.2 million the year before.
04/16/2014
Wealth Management Up, But BofA Posts Net Loss on $6B in Legal Fees
Bank of America’s wealth management unit reported a modest increase in profits and a surge in advisor productivity, but the bank suffered a net loss for the quarter as litigation expenses related to the financial crisis rose to $6 billion.
04/14/2014
Benchmark Bank has announced the formation of Benchmark Private Wealth Management, a subsidiary of Benchmark Bank and a Registered Investment Advisor, to better provide its customers with a complete suite of financial services.
04/13/2014
He was recently chosen as the most influential figure in wealth management by the readers of WealthManagement.com.
04/11/2014
There has been a flurry of merger and acquisition activity in the pension space in Latin America
04/11/2014
Beckman currently serves as senior vice president/director of special projects
04/11/2014
The release of the Fed minutes gave the stock market a brief bump
04/10/2014
Benchmark Bank has announced the formation of Benchmark Private Wealth Management, LLC, a wholly owned subsidiary of Benchmark Bank and a Registered Investment Advisor, to better provide its customers with a complete suite of financial services.
04/10/2014
This brings the total banks and brokers are seeking to recover
04/10/2014
A number of asset managers have signalled a more bullish stance on emerging market assets, suggesting a revaluing of the beaten-down asset class.
04/10/2014
Seattle-based McAdams Wright Ragen has more than $10 billion in client assets
04/10/2014
Together they managed $150 million in client assets and have more than 70 years of combined experience.
04/09/2014
The JPM US Small Cap Growth Fund moved to soft closure
04/09/2014
New Study Shows Mass Affluent, Millionaire and Ultra High Net Worth Investors' Attitudes and Concerns About Advisors and Investments in 2014
04/09/2014
The Fund's Class F returned 43.4% annualized over the past five years for the period ending February 28, 2014.
04/09/2014
John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.