04/01/2013
Oneida Financial launches new wealth management company
Oneida Financial had total assets of $681.4 million at the end of 2012.
Wealth and Asset Management
04/01/2013
Morgan Stanley Hires Wells Fargo, Merrill Advisers
While at Merrill, he generated roughly $1.1 million in annual production on $125 million in assets.
04/01/2013
SEC ex-chief lands consulting-firm job
She will be based in Washington, D.C.
03/31/2013
True Capital Management Opens Los Angeles Office
True Capital has enjoyed steady growth in recent years
03/27/2013
Credit Suisse Private Banking Americas Hosts Inaugural Global Megatrends Conference
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Genworth to sell wealth management business for $412.5 million
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.
03/26/2013
Harris myCFO's Calabrese Leaves; Benevides Named President
Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices
03/26/2013
Billionaires Don't Have Financial Planners –– They Have Personal Financial Officers
We couldn't help but ask ourselves –– what does someone do with that much cash?
03/25/2013
Halbert Wealth Management Announces the Addition of the Purcell Ultra Select Program
Accounts are either invested 100% in an S&P 500 Index fund or 100% in a money market fund
03/24/2013
World’s wealthy people shed $15b
The biggest loser was Larry Ellison
03/24/2013
RBC Wealth hires former Morgan Stanley manager
He has worked in the industry for more than 20 years, had also previously worked at UBS AG's U.S. wealth management division earlier in his career.
03/24/2013
To get ahead, area wealth managers become more specialized
We were dabbling, and you can’t really dabble in anything — it just doesn’t work
03/21/2013
With Wealthy Investors, Actions Speak Louder Than Words
How Investors Describe Themselves is Often At Odds with Actual Investments
03/21/2013
Three-quarters of Canadians Put a Premium on Advice When Managing Their Wealth
However, more than half want to have the final say on whether they commit to an investment or not
03/21/2013
Boston Private Bank & Trust Company Announces Leadership Changes
These changes affect staff in senior management and market leadership roles on both the East and West Coasts.
03/21/2013
BofA Says Riley, Miller to Lead Team in Wealth-Unit Revamp
Riley is responsible for creating investment products and Miller delivers them to financial advisers and clients
03/21/2013
Golden parachute means $2.6 million payday for Alliance Bank CEO
The compensation package consisted of a $1.91 million cash payment to Webb
03/20/2013
The Devilish Details of Angel Investing
Angel investing can be fraught with peril—for both the investor and the entrepreneur. But the devil’s in the details. Here’s a guide for mixing business with family and friends.
03/20/2013
Risk Tolerance: Affluent Investors Think Moderate, but Investing More Conservatively
What are the more accurate gauges of an investor's risk tolerance?
03/20/2013
Raymond James warns its capital markets revenues are weak
Raymond James Financial warned Wednesday that its capital markets business so far this year is underperforming