03/14/2013
Among Wealthiest Clients, RIAs & Multi-Family Offices Show Largest Gains
Multi-family offices, most of which are also registered investment advisors, have the added advantage of being able to provide a “high-touch level of service” to wealthy clients.
03/14/2013
Morgan Stanley Gets Green Light on Deal for Wealth-Management Unit
Morgan Stanley may buy the rest of its wealth-management joint venture from Citigroup Inc.
03/14/2013
U.S. millionaire count reaches 9 million - RESEARCH
The comeback continues for the fourth year, after millionaire households declined to 6.7 million in 2008
03/13/2013
Bank holding companies saw a dip in wealth management income in the first three quarters of 2012
03/12/2013
Other locations include centers at 300 South Grand Avenue in downtown Los Angeles and at 587 East Colorado Boulevard in Pasadena.
03/12/2013
UBS CEO says no plans to sell U.S. wealth management arm
There has periodically been speculation that UBS might sell the U.S. wealth management business as its broker-based model is different from UBS's larger private bank.
03/12/2013
Global Private Banking and Wealth Management Professionals to Convene in Miami Forum in 2013
"The Path Towards Business Success and Confidence" The FIBA Wealth Management Forum 2013
03/11/2013
It’s so unfair, say 'under-paid’ bankers
Almost two-thirds of London bankers think they were underpaid last year and half believe they have been treated unfairly.
03/11/2013
Global Wealth Monitor Shows New Segment Emerging among Affluent
So what is behind the Taking Control movement trending among affluent investors, the “New Black”?
03/11/2013
Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management
Mercer will continue to provide due diligence and ongoing monitoring for all funds that list on CAIS
03/11/2013
"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza.
03/11/2013
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.
03/11/2013
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
03/10/2013
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
'Bullying' bank boss has quit Barclays
At the centre of the report was the New York office of Barclays Wealth Americas, where in April last year a consultancy was called in to investigate.
03/07/2013
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
We have designed our wealth management services platform to provide dedicated service delivery
03/07/2013
Matter Family Office advises on more than $5 billion in family assets
03/06/2013
The Catapult initiative signifies a new addition to Convergent’s organic growth plans