06/12/2019
Both the Parr Murillo Group and the Rego Arias Group will specialize in providing financial and estate planning services to high-net-worth families and institutions in the U.S. and worldwide.
06/12/2019
EECU is not the only credit union in Texas to join CUSO.
06/12/2019
An expanded range of investment options, operational support, and client services through Sanctuary will enable us to maintain our client focus” and “grow successfully,” Westcoat says in the release.
06/11/2019
Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia
06/10/2019
Between last November and April, meanwhile, 109 advisors left UBS
06/07/2019
By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.
06/07/2019
Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?
06/07/2019
We now have some new clues, thanks to the tax-evasion records whistleblowers have been so generously sharing.
06/07/2019
Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.
06/07/2019
If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.
06/07/2019
New open architecture platform will deliver deep integration with eMoney and access to leading investment and technology solutions, plus Fidelity’s robust service and a simplified client experience
06/07/2019
“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”
06/07/2019
“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.
06/07/2019
The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability
06/07/2019
Thomas Vilardo and his associates will continue to operate from their current location
06/06/2019
If the units were combined, the home would have 12 bedrooms and more than 17,000 square feet of space
06/06/2019
The partners of AUTUS have built a pre-eminent wealth management firm that provides their clients with the highest levels of personalized advice and service,” said Karl Heckenberg, CEO of Emigrant Partners.
06/06/2019
Excluding significant items, fourth quarter earnings per common share of $0.12 (1)
06/06/2019
Donor-advised funds attracted $29.23 billion
06/05/2019
“This bridge from advisory platforms to insurance carriers supports the entire advice lifecycle from accumulation to decumulation,” MacKinnon says.