05/21/2013
Raymond James assets under administration rise by 1.2 percent
Total client assets under administration of $411.8 billion rose by 1.2 percent, largely fueled by the 1.8 percent increase in the S&P 500 for the month.
Wealth and Asset Management
05/21/2013
PNC rounds out wealth management team
Its wealth management team members who are based in Birmingham service the Northern Alabama market, and the team members in Mobile will service the South Alabama market
05/20/2013
Northern Trust Launches MarketScape Video Series
Northern Trust has launched a weekly video series
05/20/2013
HNW Investors Refocus on Growth but Overlook Family, Health and Retirement Risks
Long-term Care Costs and Financial Support for Extended Family Are Unseen Risks to Wealth
05/19/2013
Atlantic Trust managing director dies
S. Mark Powell, managing partner of Atlantic Trust’s Austin operations, has died from a yet undetermined cause, a company official confirmed.
05/19/2013
Technology drives US client adviser loyalty
Technology has to be used in a subtle way to prevent it creating an impression that it diminished the value of the personal adviser
05/19/2013
Fremont Bank expands wealth management to compete with Wells Fargo, others
Community banks are going on the offense as their wealthy clients turning to Bank of America
05/19/2013
Morgan Stanley to Sell India Wealth Management Assets
This process is expected to be completed by the end of 2013
05/16/2013
Gen X to be worse off than Boomers in retirement, study finds
Boomers lost a significant chunk of their retirement nest eggs in the recession
05/15/2013
UBS Americas hires in-house experts to spur life insurance sales
"They are trying to gently push advisers into a more holistic planning-style relationship," said a director at Cerulli Associates, which specializes in wealth management.
05/15/2013
Schechter Wealth Strategies opens NYC office
Now is the right time with the economy on the upswing
05/15/2013
Family Office Trends to Keep an Eye On
The families are looking to private alternatives for their investments
05/15/2013
Market Strategies International Acquires Cogent Research
They are perfectly aligned with Market Strategies
05/14/2013
Former Bank of America's wealth management division head to Buy 85 Broads Women’s Network
I am becoming involved with and investing in 85 Broads because investing in women is smart business
05/13/2013
Cayman Islands Spars With Sachs Over Hedge Fund Directorships
“It’s a small country. It has a high caliber of professionals on the island, but they have to move beyond a small-island mentality.”
05/13/2013
Citigroup Seeks the Wealth of the World
The recent turnaround in Citigroup's fortunes is great news for investors, as new management helps guide the bank to a more profitable future. Some of the bank's more lucrative sections, however, have been growing for some time, after being put
05/13/2013
Vestra Wealth plans to exploit FATCA opportunity with Vestra US
The new company is aimed specifically at clients that face the complex regulatory and tax issues
05/12/2013
Some Financial Advisers May Have PTSD Following 2008 Crisis: Study
PTSD was defined in the study as a disturbance that "must last for over one month and cause significant impairment in one's ability to function at work or in relationships" following a traumatic event.
05/12/2013
Wealth Managers Benefit HNW Clients
Engaging an education consultant to provide advice on international education systems
05/12/2013
Hewins Financial Launches Cue Wealth Management Solutions
Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms