08/06/2018
This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth
08/02/2018
It is also understood that the firm is in the process of appointing a boss to oversee the unit.
08/02/2018
Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million
08/01/2018
Attendees at Next Gen functions hosted by the likes of UBS, Citi Private Bank, and Credit Suisse will one day rank among the world’s most sought-after clients.
07/31/2018
The Journal also reports that investigations by the Justice Department and SEC were triggered by a letter sent last September from four Wells Fargo financial advisors in Arizona
07/31/2018
New compensation system for financial advisers aims to look at a customer’s assets held elsewhere
07/31/2018
Wyeth Private Wealth focuses on clients’ retirement planning.
07/31/2018
Rigorous Filtering Leads to Enhanced ESG Strategies
07/30/2018
Chile has been described as South America’s most prosperous and economically stable nation.
07/30/2018
The guide goes on to note that McDermott's Private Client lawyers "have depth and quality which sets them apart.
07/30/2018
The acquisition is expected to close as of 31 July and is subject to regulatory approval.
07/27/2018
The company’s business development expenses, which include recruiting costs, rose to $56.9 million in the last quarter — a 45% rise over last year, InvestmentNews writes.
07/26/2018
At the same time, technology is changing the business.
07/26/2018
Judges recognize 156 organizations for their outstanding support of financial advisor success from among more than 600 nominations
07/24/2018
The 75 year-old ex-Goldman Sachs partner says health concerns are not the reason behind the decision, which was driven by “how I want to spend my remaining years,” according to a letter the firm sent to clients.
07/24/2018
Improving customer experiences has also extended to branches, Sloan said.
07/24/2018
In the following Q&A he explains the trends impacting family offices in the region and the unique challenges they face.
07/24/2018
Catawba brings more than $1 billion in client assets to CAPTRUST and will assume the company's brand as part of this merger.
07/23/2018
From Wells Fargo’s perspective, the nascent initiative to tighten up operations is, in the main, client- rather than advisor-centric.
07/20/2018
Dedicated coaches and customized online tools to support advisor growth and improve client experience