01/23/2014
The current quarter includes a $19.2 million pre-tax charge ($11.9 million after tax, or $0.05 per common share) in connection with an agreement to resolve certain long-standing class action litigation.
01/23/2014
Asset manager Janus Capital Group Inc said on Thursday that its fourth-quarter profit rose 23 percent on higher fees.
01/23/2014
UBS AG says its wealth-management group has hired a team of Morgan Stanley financial advisers who collectively managed roughly $500 million of client money.
01/22/2014
"Our world-class team of professionals work as trusted advisors
01/22/2014
Raymond James Financial Inc. said its fiscal first-quarter earnings rose 36% led by growth in its private client group and asset management segments.
01/21/2014
BNY Mellon Opens New Wealth Management Office
Further strengthens its presence in the fast-growing Southern California Wealth Market
01/21/2014
Legend Advisory Corporation Announces Wealth Management Platform
The open-architecture system helps advisers simplify and increase the efficiency of their advisory business.
01/21/2014
Financial advisers are no strangers to the mantra that they need to pay more attention to the young men and women of Generation Y.
01/21/2014
Rising Overvaluations No Bar to Overweighting Equities
01/21/2014
Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California
01/20/2014
The Wealth Management Hunger Games
But how does this stack up against some of its “Big 5” competition?
01/17/2014
Swiss bank Credit des Alpes SA said it formed a real estate venture with three Miami companies as the U.S. housing market recovers.
01/17/2014
Its pre-tax profits in wealth management increased by 26% from last year.
01/16/2014
After prostitution arrest, $4 billion hedge fund to become family office
Roughly five months after the arrest of CEO Jim Bisenius in a prostitution sting, Common Sense Investment Management is closing its doors and becoming a family office
01/16/2014
First Republic Reports wealth management assets up 32.9 pc
Core EPS up 24% and Wealth Management Assets up 33% for the Year
01/16/2014
Citigroup Inc.'s fourth-quarter profit more than doubled from a year earlier as the bank reined in expenses and bounced back from a 2012 quarter weighed down by heavy charges.
01/15/2014
The paper also provides an analysis of important topics and issues to consider when deciding whether to establish, or restructure, a family office.
01/15/2014
Adding to a growing list of commodities offerings, Credit Suisse launched two new products today that will be listed on the NYSE.
01/14/2014
The new Dundee Goodman investment advisors manage portfolios with a combined value of approximately $2.0 billion.
01/14/2014
Wells Fargo, which has come to dominate mortgage lending since the financial crisis, on Tuesday reported profits for the fourth quarter of 2013 that were 10 percent higher than in the same period of 2012.