07/18/2012
On a year-over-year basis, GAAP Net Income Attributable to the Company decreased from $14.5 million in the second quarter of 2011. Earnings per share were flat on a year-over-year basis.
07/17/2012
Nearly half of family offices worldwide anticipate a change in leadership in three to five years
07/17/2012
Government taxation of charities tends to reduce the philanthropic sector's ability to address social needs that are often not covered by government, according to Richard Schwartz, Philanthropy Management's editor. "This calls into question
07/16/2012
Provident Bank has announced it has launched a new Wealth Management Services practice and filled two key roles.
07/16/2012
Shift Into Lower-Margin Lending Reflects Harsh Climate Facing Wall Street
07/15/2012
A good deal of their job is managing emotions.
07/15/2012
The asset management arms of banks, many of which are keen to sell, are likely to head the list of acquisition targets.
07/15/2012
Citigroup Inc. today reported net income for the second quarter 2012 of $2.9 billion, or $0.95 per diluted share, on revenues of $18.6 billion.
07/12/2012
That is the idea that when the rich get richer, everyone else benefits, too.
07/12/2012
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
07/12/2012
National Financial Partners Corp. NFP +0.36% , a leading provider of benefits, insurance and wealth management services, today announced that it has acquired Fusion Advisor Network ("Fusion"), a leading provider of practice management and busin
07/11/2012
ClearView’s biggest shareholder is Guinness Peat Group, which has a 47.84% interest and has been seeking to offload several other investments in its portfolio.
07/11/2012
The findings come at a time when tax cuts for the rich, Mitt Romney's wealth and Occupy Wall Street have all been hot topics in the 2012 campaign cycle.
07/11/2012
The BondWorks Suitability Module helps financial advisors meet the requirements of the new FINRA Rule 2111 by enabling them to run pre-trade suitability tests on investment ideas even before recommending them to their customers.
07/11/2012
The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.
07/11/2012
Overall, this platform grew by almost 73% this year as of March 31 over last year to $8.7 billion.
07/09/2012
While an overwhelming majority of those polled said their spouse/partner is comfortable with how financial decisions are made, 1 in 5 said that they feel their spouse/partner is stressed by their lead or participation in the process, with several notable
07/09/2012
Brings experienced wealth professionals and expands Mariner's national footprint
07/08/2012
A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.
07/08/2012
"We have a passion for making a difference in people's lives and look forward to continuing to provide our clients with the highest level of expertise and customer service for many years to come,"