03/13/2012
Why We Need a Surtax on the Super Wealthy
A few days ago the Fed reported that household wealth increased from October through December. That’s the first gain in three quarters.
Wealth and Asset Management
03/13/2012
American Billionaires And Their Private Company Fortunes
The top 20 private companies produce a total of 23 billionaires, but you can find billionaires throughout the list of private companies.
03/13/2012
The Billionaire List Wars
Last week, Bloomberg announced the creation of a Billionaires Index. Updated daily at 5:30 p.m., the list would track, in more or less real time, the wealth of the world’s 20 richest people.
03/13/2012
Poll: Most rich Americans say U.S. still in recession
Some 55% think the economy won't fully recover until 2013 or later, and 14% say the recession will never end.
03/13/2012
Morgan Stanley Team Goes Hybrid via LPL
A team of Morgan Stanley Smith Barney advisers that generated $2 million of revenue last year has started an independent investment advisory firm
03/13/2012
Edelman Financial Group Reports Fourth Quarter Earnings
The Edelman Financial Group is a wealth management company that manages approximately $16.3 billion in client assets.
03/12/2012
Women can save Wall St.
The bank collapsed in 2008, sending the economy spiralling.
03/12/2012
Webster Bank aims at millionaire depositors
Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
03/12/2012
Southern Trust Securities Opens Chicago Office
A financial services holding company offering broker-dealer, investment banking, and investment advisory and wealth management services
03/12/2012
Leading US private bank opens new trust company
Prior to joining First Republic, he worked at Goldman Sachs Trust Company and Neuberger Berman Trust Company.
03/09/2012
Corporate CEOs Embrace Tax Hike Plans Rejected By Paul Ryan
The report also commends the plan issued by the bipartisan Simpson-Bowles deficit reduction panel and a more tax-hike-focused plan developed by former Federal Reserve Vice Chairman Alice Rivlin and former Sen. Pete Domenici (R-N.M.).
03/09/2012
American Express and Morgan Stanley announce new co-brand cards created for brokerage clients
The new Cards offer exclusive benefits for Morgan Stanley Smith Barney clients with eligible brokerage accounts1 and access to American Express’ award-winning customer service and Membership Rewards® program.
03/09/2012
MVB Bank launches wealth management solutions unit
MVB's Wealth Management Solutions advisors provide a comprehensive approach that integrates financial planning, portfolio management and other investment instruments.
03/09/2012
Webster Bank moves to cater to wealthy clients
Webster Private Bank offers customized one-stop, full service financial solutions and is a natural extension of Webster's longtime mission--- to help customers reach their financial goals.
03/09/2012
Atlantic Trust recognized as industry leader for private client investment platform
PAM annually invites firms to compete for awards in several categories, and then a panel of independent industry experts selects the nominees and winners
03/09/2012
Family Office Exchange Executive to Speak on the Challenges of Shared Family Wealth
Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."
03/08/2012
Giant JPMorgan lures brokers with boutique pitch
The push makes the company a big competitor for the same top advisers coveted by Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG .
03/08/2012
Wealth-X Announces the Definitive Billionaire List Over 2,400 Individuals
Tops Forbes Global Count Billionaire Count by Double
03/07/2012
Seamark gets former key players back with LeeSide acquisition
SEAMARK is the institutional and high net worth operating subsidiary of Matrix Asset Management Inc., a diversified Canadian asset management company.
03/06/2012
S&T Bank bolsters wealth management group
Ambrose is a Certified Financial Planner(TM) and holds an MBA from Bowling Green State University and a Bachelor of Arts in economics from the University of Pittsburgh.