06/11/2012
Although the move itself isn't earth-shattering news, the action represents yet another signal that the bank has no intention of selling its U.S. operation, according to Alois Pirker, research director for consultant Aite Group LLC.
06/11/2012
Only 19% of treasure assets - which include items such as precious jewellery, fine art, antique furniture, classic automobiles and precious metals - are held for financial motivations , according to the latest report in the Wealth Insights series from Bar
06/08/2012
Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accuratel
06/08/2012
Oppenheimer agreed to pay more than $35 million to settle the SEC’s charges.
06/08/2012
U.S. corporations are holding a record $1.74 trillion in liquid assets, according to the Federal Reserve's quarterly "flow of funds" report released on Th ursday.
06/08/2012
Small business owners to receive six months of pro bono strategic financial and business advice; UBS provides $5 million for small business loans in the Chicago area
06/07/2012
Clark joins a team of eight wine industry and agribusiness bankers in the bank's Premium Wine Group.
06/07/2012
The percentage of employees who weren't given an annual award rose from 6 percent in 2010, a report yesterday from the New York-based company said.
06/07/2012
Whereas 20 years ago building a coordinated network of resources meant establishing a private family office, a new class of advisors has arisen that provides these integrated services in a comprehensive manner. In order to help private investors recognize
06/06/2012
Wealthy investors are shying away from U.S. stocks and putting more money into private companies, real estate and commodities, according to a study.
06/06/2012
US family office Opens Miami Office
He has more than 15 years of wealth management experience and has served families in the United States and Latin America.
06/06/2012
The study found that firms are doing more to bring the client experience to life in their sales processes. Wealth advisors are adopting a more involved needs assessment during the sales cycle.
06/06/2012
As the industry is now, many independent RIAs are too small for potential clients to be aware of them. In fact, 82% of the general population does not even know what an RIA is, the pair said.
06/06/2012
Survey participants reported average income of $682,000 and average net worth of $14.6 million.
06/06/2012
First Look at 2011 Corporate Giving Finds Funding Returning to Pre-Recession Levels; Unparalleled Survey Reaches $100 Billion in Giving Data
06/05/2012
Bank of America has announced june 4 it will launch a U.S. Trust television advertisement geared toward high net worth and ultra high net worth individuals and families.
06/05/2012
Site for 600,000 financial professionals is new digital home for RegisteredRep.com and TrustsandEstates.com
06/05/2012
Bank of America has announced a new Merrill Lynch Wealth Management advertising campaign.
06/05/2012
The transaction is expected to close in the third quarter 2012 subject to regulatory approval. Financial terms of the deal were not disclosed."The decision to join Guaranty Bank and Trust came after thoughtful consideration of a partnership that woul
06/05/2012
Ryan Litfin, Managing Partner of VAM and Co-host of the popular investor advocacy show, Financial Fortitude, spoke publicly and in a YouTube video about their mission by pointing out, “Every four minutes someone is diagnosed with a blood cancer.