04/11/2012
In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.
04/11/2012
The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes
04/11/2012
This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.
04/11/2012
Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.
04/09/2012
Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.
04/09/2012
The new service will give family offices access to research reports and peer networking, according to Fidelity.
04/09/2012
Brown Advisory, one of Baltimore’s largest money management firms, is looking at the Washington area to help drive its growth.
04/05/2012
The 55-year-old executives, who received almost the same amount for 2010, saw their pay diverge as the firms navigated turmoil created by the European debt crisis.
04/05/2012
Family offices have quietly handled the financial affairs of the nation’s wealthiest households for generations, privately playing the role of money manager and life planner to the likes of the Rockefellers and the Mellons.
04/05/2012
The old money crowd has found the new, new thing.
04/04/2012
The survey presents the results of the Deutsche Bank research chair’s foundation paper – a dynamic asset-liability management (ALM) model developed to guide asset allocation and risk management decisions at the SWF level, and describes the res
04/04/2012
Pritchard left the brokerage, now owned by Bank of America Corp, in late March to set up his own practice with Concert Wealth Management, a start-up firm that works with independent advisers. He managed $100 million in client assets at Merrill.
04/03/2012
UBS has reportedly added nearly 50 reputed U.S. brokers to its payroll over this quarter – almost completely on the back of hefty signing bonuses. [1] The move looks in-line with the Swiss bank’s strategy of growing its wealth management busin
04/02/2012
The wealth-management unit is looking to lure more institutional clients and sell more wealth-management products to retail-banking customers to bolster earnings over the next five years.
04/02/2012
Lawsuits test UBS advice on offshore bank accounts
Tax lawyers describe the suits, emerging from a crackdown by federal authorities on Swiss banks, as the first of their kind in the United States to assert that Swiss bankers made improper assertions to their U.S. clients about the tax implications of thei
04/02/2012
The Buffett Rule, which Obama also described during his State of the Union address in January and included in the administration’s fiscal 2013 budget, would effectively set a minimum tax on millionaires and billionaires.
04/02/2012
Amid the incessant drumbeats of protesters and strident manifestos upon resignation, amid the debates over the Volcker rule and the Buffett tax, the words of Charles Merrill serve to remind the financial community of the quiet power of doing well by doing
04/02/2012
Raymond James Financial announced today that it has completed its acquisition of Morgan Keegan, creating one of the country’s largest full-service wealth management and capital markets firms not headquartered on Wall Street.
04/02/2012
Wells Fargo combining wealth-management units
Wells Fargo officially launched its Abbot Downing brand today to serve ultra high net worth clients, their foundations and endowments.
03/30/2012
According to the Money Across Generations II SM study, this hasn't necessarily prompted the adult children of boomers (predominantly members of Gen X and Gen Y) to feel any more confident about their financial future than their parents - but maybe