07/27/2017
The results generated in the quarter were largely attributable to growth of client assets as a result of both net recruiting of financial advisors and market appreciation, strong investment banking revenues, and the positive impact from higher short-term
07/27/2017
The effort is the latest from Goldman Sachs to take advantage of a banking license it acquired during the financial crisis
07/27/2017
Lazard's record operating revenue underscores the power of our model and the global breadth and depth of our franchise," said Kenneth M. Jacobs, Chairman and Chief Executive Officer of Lazard.
07/25/2017
The Firm is one of just two Massachusetts RIAs to make the list.
07/25/2017
We’re ramping back up and expect to complete two or more acquisitions by later this year or early 2018
07/25/2017
The 'hat trick' is in line with consolidator acquisition trends
07/25/2017
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/24/2017
Mariner Wealth’s biggest concentration of advisors comes in New York, New Jersey and Wisconsin.
07/24/2017
The wirehouse plans to roll out the new unit in three or four regions in the fourth quarter and then expand it to up to 150 branches that together have about 1,500 brokers, sources tell the website.
07/20/2017
Profits from the businesses were even more robust, climbing 30.5% to $124 million from $95 million in the same quarter a year ago.
07/20/2017
Its pre-tax profit margin of 25 percent came in at the top of Chief Executive Officer James Gorman's targeted range of 23 percent to 25 percent by the end of this year.
07/20/2017
Strong Gaddy Lee Wealth Management reported that, based on prior business*, its advisors served approximately $351 million of client brokerage and advisory assets, as of June 1.
07/20/2017
The transaction allows West Shore Bank to expand its wealth management services footprint to Kent, Ottawa and Muskegon counties.
07/20/2017
We and our clients are just beginning to capitalize on the benefits of our strategy and investments in growth.
07/19/2017
The following slideshow lists, in ascending order, the name, location and assets per client for the top 10 RIA's in Financial Advisor's survey in terms of assets per client.
07/19/2017
Wells Fargo originally built a 65 percent stake in Golden Capital Management in 2011.
07/17/2017
Amazon has disrupted the retail industry by revolutionizing shopping habits.
07/17/2017
Next year the organization plans to expand its reach even more.
07/17/2017
The new company is among the youngest RIAs to make it to this year’s elite pool of the Financial Times 300 Top Financial Advisors.
07/17/2017
The size of the assets of the new client, however, may have something to do with the size of the firm.