10/01/2015
Ohio-Based Budros, Ruhlin & Roe CIO Named A Barron's Top 100 Advisor
Daniel Roe named to elite list that identifies the nation's top independent financial advisors
Alternative Investments
09/30/2015
J.P. Morgan Asset Management Expands ETF Strategic Beta Suite with US Equity ETF: JPUS
Strategy diversifies risk across sectors and screens securities with a multi-factor approach
09/30/2015
Soros Invests In Real Asset Investment Management
Soros' Fund joins a consortium to create Tunbridge Partners
09/30/2015
Excel Funds Management Inc. announces change to its sub-adviser line-up
China AMC is the largest mutual fund manager in China with an impressive performance track record and first-class client services.
09/30/2015
Capital Group may foil hedge fund hopes of tycoon Li sweetening $11.6 billion deal
Power Assets shareholders will vote on the deal
09/30/2015
CBRE Global acquires US office assets for WealthCap account
The deal follows the announcement that GTIS Partners has hired three former Pramerica directors as it targets the German investors looking to invest in the US.
09/30/2015
Prospera Financial Services Wins Twice at WealthManagement.com 2015 Industry Awards
It is a prestigious award that recognizes outstanding achievement, innovation and leadership for firms in the wealth management industry.
09/30/2015
Piper Jaffray Completes Acquisition of River Branch Holdings LLC
Piper Jaffray also plans to complete its acquisition of BMO Capital Markets GKST Inc., another Chicago-based company in the fourth quarter.
09/30/2015
Activist Litt Calls on Apollo to Remake New York REIT Board
The company has underperformed primarily because of flawed corporate governance
09/30/2015
MREN and California Consulting announce new strategic partnership
Introducing Technology Solutions for Public Sector Real Estate Asset Management
09/29/2015
HighTower's Blueprint for Growth Wins "Non-Custodian Support Platform" Category at 2015 WealthManagement.com Industry Awards
HighTower advisors generally experience twice the growth of the industry average.
09/29/2015
Charity's ‘changing of the guard’: who can rise to the top?
Sarasin & Partners is gearing up for the new charity investment regime.
09/29/2015
Cargill’s Black River Asset Management to Split Into Three Separate Firms
Black River CEO Gary Jarrett announced he will retire, effective Oct. 1
09/29/2015
Want better portfolio performance? Cut your fees
The best indicator of an experienced adviser is something much softer than hard data: humility.
09/29/2015
Shaky China markets prompt fund manager warnings
The legal measures illustrate the degree to which China’s market intervention is set to have a tangible long-term impact on investor confidence.
09/29/2015
JPMorgan Financing Los Angeles Mansions Starting at $115 Million
Homes priced at more than $100 million are becoming increasingly common as billionaires, seeking places to put cash, shatter sales records from Los Angeles to London.
09/29/2015
Monarch Financial Holdings Earns Sandler O'Neill's Sm-All Star Award for Financial Performance
The largest bank to be recognized was $17.8 billion in total assets and the smallest was $493 million in total assets.
09/29/2015
Manhattan Taken by Canada as Real Estate Purchases Reach Record
They turn to Manhattan despite the high cost and competition because “there’s an understanding that there’s always somebody who wants to buy an asset in New York.
09/29/2015
Small Banks Tap Independent Advisors To Drive Growth
Once small- and mid-sized banks add planning services, they won’t be forced to refer clients to local wirehouses or other competitors
09/29/2015
M&A Boutiques Foretell the Future for Wealth Advisory?
Those setting up firms would be best served to consider carefully the business and regulatory environment that awaits them.