01/19/2012
This year, 1st Global partner firms were inspired to discover their next act by world-class speakers. Michael E. Gerber, author of multiple E-Myth books, challenged everyone to start working ON their business not simply IN it. Diana Nyad spoke of her dete
01/19/2012
Raymond James Financial now owns 100% of UK subsidiary Raymond James Investment Services (RJIS) following the acquisition of Killik & Co’s 25% stake in the UK private client wealth management business.
01/18/2012
Even so the diversified banking and financial services firm, which operates more than 6,000 retail branches, said net income in those businesses increased significantly.
01/17/2012
New Survey Reveals That Over 90 Percent of Ultra-Wealthy Families View Access to Emergency Medical Care as a Top Priority
01/17/2012
As an extension of Cornerstone's nearly three decades of work with ultra high net worth individuals and families, RISE unites the firm's investment strategy expertise and insights into donor expectations to bring comprehensive services to privat
01/17/2012
Pioneering Survey of 3,300 HNWs Concludes Redefining the Wealth Management Customer Journey Is Now Critical to Success
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.