08/14/2019
David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli
08/14/2019
The Wealth & Money Management Awards are determined by a rigorous and objective vetting process that measures the team's expertise within the wealth management industry, dedication to customer service and commitment to excellence within their com
08/14/2019
Of the firm’s current formal offers, $128 million consisted of unfunded commitments to prospective hires who had accepted positions with Raymond James.
08/14/2019
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data that weighs factors like in-person interviews, industry experience, compliance records, revenue produced and assets under managem
08/13/2019
Recognition of an exceptional career in Financial Services
08/12/2019
The move represents a strategic shift in the broker market where private aviation users, the consumer side of the market, demand more of those who help them acquire and sell their aviation fleets.
08/09/2019
Tax-wise, the most significant benefits available to investors are the 1031 exchange and 721 exchange.
08/09/2019
Fakoury named his Camden, S.C. firm Lumen to represent his approach to planning support by shining a light on clients’ finances through education and earnest wealth management.
08/08/2019
Parsons had reached a point where they realized they would need to either run their investment business through their own RIA, become a hybrid or join a team like Carson.
08/08/2019
The expansion leverages Funds Services technology adopted through Intertrust's recent acquisition of Viteos, as well as new proprietary software developed in-house, providing clear, user-friendly, and secure access to global entity management.
08/08/2019
These revenues typically consist of fixed fees for investment advice, tax fees and family office type services, primarily for high and ultra-high net worth clients. In excess of 95% of total revenues were fee-based and recurring.
08/07/2019
Excluding significant items, first quarter earnings per common share of $0.23
08/06/2019
Chris is paving the way for future Financial Advisors with his commitment to providing his clients with exceptional service.
08/06/2019
Sentinel Trust would also like to congratulate the other Houston-area firms that made the list this year.
08/02/2019
“We need to not only fund trailblazers and risk-takers, but hold ourselves accountable to blazing our own trails, and taking our own risks,” Mayer said in a statement.
08/01/2019
Fast-Growing Wealth Management Firm to Remain Privately Held and Independent Under Existing Structure, Leadership, Brand and Strategy
08/01/2019
While industry headwinds are likely to weigh on wealth management fees for Morgan Stanley
07/31/2019
The decision to open the doors of their US business to Colombian investors is part of a larger growth plan for the Latin American market.
07/30/2019
The Company's reported GAAP net income for the three months ended June 30, 2019 was primarily impacted by merger-related expenses.
07/30/2019
Kudu’s partners collectively manage approximately $19 billion in AUM for institutional and individual investors.