11/07/2012
The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.
11/07/2012
“The wise, smart people are preparing themselves for a sunset of the Bush tax cuts.”
11/06/2012
Wealthy families are increasingly considering a family office to manage their philanthropic giving, according to a new study released by the National Center for Family Philanthropy.
11/05/2012
I am pleased with our third quarter results
11/05/2012
In the past twelve months, we have had the highest long-term net sales on record
11/04/2012
CEO of UBS Group Americas and the head of Wealth Management Americas, held a quarterly conference call yesterday with wealth management employees to brief them on the direction of the unit.
11/04/2012
Luminous, with $5.5 billion in assets under management, is a good fit with First Republic Investment Management Inc., a unit of First Republic
11/01/2012
The firm plans to continue that growth, setting its sights on doubling the assets under management of the U.S. private banking business in the next six years, and expanding its relationship manager force to between 550 and 700.
11/01/2012
WealthInsight study published in closing stages of election dominated by question of wealth creation and taxation
11/01/2012
The partnership brings Mariner’s AUM to $5.6 billion as RiverPoint brings in $1.3 billion
10/31/2012
First Busey Corporation is pleased to announce the formation of Trevett Capital Partners
10/31/2012
New white paper provides best practices, case studies and practical tips
10/30/2012
Posts third straight record profit on strong markets
10/30/2012
The company reported net income1 of $34 million, or $0.07 per diluted share, compared with a net loss of $16 million, or $0.03 per diluted share, in the third quarter of 2011.
10/30/2012
Reports suggest some firms are offering substantial inducements to potential registered representatives
10/29/2012
“We’ve really concentrated this year on growing the wealth division to help it catch up to the asset management side."
10/29/2012
“Since 2006, this has become the largest and one of the longest running studies of its kind, offering key insights that help to inform nonprofit organizations’ donor engagement strategies.”
10/29/2012
All the client services are bundled by need and the associated up to date records are stored on a secure, dedicated server that is accessible to the client 24 hours a day on any device that has internet capability.
10/28/2012
For its 2012 list of the World's Best Banks, Global Finance choose winners in 12 categories ranging from best investment bank to best Islamic Financial Institution.
10/28/2012
Switzerland’s largest bank, will cut as many as 10,000 jobs companywide as the trading business shrinks