01/16/2012
Bank of America says it wants to rethink how it advertises to consumers taking note of the huge shifts in the economy — and its own fortunes — since 2005, the last time it reviewed its ad assignments.
01/16/2012
Switzerland has already agreed to allow tax evasion investigations with countries including the United States and Germany, and struck deals with Germany and Britain to enable them to claw taxes back from their nationals.
01/16/2012
“While our preference is generally organic growth, we have used strategic mergers to grow throughout our history when the timing and pricing are right and, most importantly, when there is a strong cultural fit and clear path for integration,”
01/13/2012
RIAs and family office advisors who download it from Apple’s App Store can customize their preferences to view clients’ accounts and orders, access stock quotes and analysis and view and filter alerts before or during client visits on their iP
01/13/2012
Legg Mason, Inc. reported preliminary assets under management of $627 billion as of December 31, 2011.
01/13/2012
Tax attorney Brian Mahany said the amnesty program offers another opportunity for people with unreported foreign income or accounts to avoid jail and high penalties. "The IRS has been relentless in recent months about finding people who failed to rep
01/13/2012
FCAM’s GM also said investors should be taking advantage of the current economic woes abroad to invest in companies that will surely increase in value once the global economy improves.
01/13/2012
Wall Street Bankers Quitting To Start Their Own Businesses
From 2008 to 2011, national employment in the financial services industry fell by 7.3 percent
01/11/2012
Through three offices located in Las Vegas, San Diego and Phoenix, Miller/Russell supports over $1 billion in assets under management (AUM).
01/11/2012
The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh
01/11/2012
The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.
01/11/2012
Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.
01/11/2012
The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.
01/10/2012
With the sale of GFIS, Genworth will focus on its core turnkey asset management businesses within Genworth Financial Wealth Management.
01/10/2012
The company plans to give investors more details this week, said the people, who asked not to be identified.
01/10/2012
Bob English, an independent trader and contributing editor to the blog, Economic Policy Journal, published a post this morning that raises serious questions about the Securities and Exchange Commission’s program of regulation for broker/dealers and,
01/10/2012
The new fund will be offered both as a stand-alone member of the John Hancock family of retail funds, and will also be a component of the John Hancock Alternative Asset Allocation (JAAAX) fund as well as several of the John Hancock Lifestyle funds.
01/10/2012
Focused on delivering current income and dividend growth through investments in high-quality companies, the Fund invests at least 80% of the value of its net assets in a diversified portfolio of equity securities.
01/09/2012
Although Anschutz received about $374 million, he argued they were pending deals not final sales. That meant tax deferral was appropriate, he argued.
01/09/2012
Founded by Gregg Fortune, CFP(R), CFS, AEP, The Professional Advisor Group is an independent wealth management firm that forms strategic alliances with CPAs, attorneys, and other professionals to provide its clients with comprehensive life services. Their