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Wealth and Asset Management

03/28/2017

CreditEase Wealth Management Announces New Investments in the US Marketplace Lending Platforms

The first Chinese offshore fund to invest in loans issued by western platforms.

03/28/2017

Paul Pagnato Shares Best Advisory Practices At Top Advisor Summit

Forbes and SHOOK Research Invite Paul Pagnato To Speak At 2017 Top Advisor Summit

03/27/2017

Judith McGee Ranked No. 1 in Oregon and Selected as One of Barron's 2017 Top Financial Advisers in the Country

Regulatory records are examined and extensive questionnaires are filled out by the advisors themselves.

03/27/2017

HNA Group Has Ambitions for an Asset Management Empire

HNA Capital is paying US$ 446 million for the stake in the asset management unit.

03/26/2017

Merrill Lynch and Morgan Stanley: A tale of two fiduciary 401(k) business models

Each firm uses an approach that mitigates risk, but some observers say they're more for show than potential problem solving

03/26/2017

UBS Hires $1.2 Million Merrill Producer in Rochester

The team has an active 401(k) rollover business with baby boomers that they feared would also be affected by Merrill’s tightening fiduciary-rule restrictions on retirement accounts.

03/26/2017

China's HNA Buys $446 Million Stake in Old Mutual U.S. Unit

Old Mutual is also undertaking a transformation, preparing to break up its wealth, U.S. asset management business, emerging-markets unit and Johannesburg-based lender Nedbank into standalone entities by the end of 2018.

03/24/2017

ParenteBeard Wealth Management expands central Pa. footprint with 2 acquisitions

We have been looking for opportunities for smaller groups that have the same culture as us

03/24/2017

Natixis Global Asset Management Fund Managers Earn 2017 Thomson Reuters Lipper Fund Awards in the U.S.

Gateway and Loomis Sayles funds earn top positions in a broad range of categories

03/23/2017

Raymond James Financial Reports February 2017 Operating Data

The decline compared to the preceding month was largely due to lower fixed income commissions.

03/23/2017

Fiduciary Trust Earns Best Independent Trust Company and Other Awards

This is one of a dozen accolades the firm has earned over the past 12 months, reflecting the firm’s integrity, personal service, disciplined investing and expertise.

03/23/2017

Dean Myerow and Sean Vesey Launch Las Olas Wealth Management of NatAlliance Securities

Dean Myerow, who spent his formative years earning his Juris Doctor at the University of Miami School of Law recently moved with his family back to South Florida.

03/23/2017

Ex-Merrill Lynch FAs Open UHNW Indie RIA

Mullan says his seven-member team managed more than $300 million at the wirehouse.

03/22/2017

Chilton Trust Company Recognized as Best Private Wealth Manager in Client Service

We strive to deliver the type of care and attention to our clients that we would want for ourselves and our families.

03/21/2017

Kestra Financial Wins Newly Formed Team with $250 Million in Assets

“Rob, Jeremy, Greg, Rob, and Debbie share a passion for offering clients a best-in-class experience"

03/21/2017

How to Help High-Net-Worth Clients Plan for Blended Families

It’s important for advisers to move quickly as financial and estate matters can be tricky

03/21/2017

America was the only country where the number of billionaires grew last year

The greatest growth was in technology-sourced wealth.

03/20/2017

White Oaks Investment Management a 2017 International Fund Award Winner

The awarding company, Acquisition International (AI), commends the teams behind the winning firms, calling them “pioneering.”

03/17/2017

Handler Thayer, LLP Named Best Law Firm In The U.S. For Client Service

The fifth PAM award Handler Thayer has received in the past six years.

03/17/2017

JP Morgan Loses Vet Broker to Wells, Shifts Role of Private Bank Manager

He will manage upper-tier Wells brokers who the firm absorbed from Credit Suisse and who will move to the 39th floor of a building at 30 South Wacker Drive.

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