01/06/2016
Tulsa-based banking giant acquires wealth management firm
Financial terms of the deal were not disclosed.
Wealth and Asset Management
01/06/2016
Bank of the West Introduces New Donor-Advised Fund
Bank of the West Wealth Management Group introduces a new donor-advised fund through its recently launched Family Wealth Advisors group.
01/06/2016
Lebenthal acquires growth, income-oriented equity shop
This deal brings Lebenthal’s total assets under management to $2.5 billion.
01/05/2016
Don't call it a comeback: Steve Cohen rebrands online
Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.
01/05/2016
What’s In Your Brand?
With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain
01/04/2016
Single-Family Offices Are Increasingly Hiring Tax Experts As Senior Executives And Paying Them Well
The increasing importance of high-caliber tax experts working in-house is due to the incredible size of the personal fortunes involved
01/04/2016
Stifel Financial closes Eaton Partners buy
Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.
12/31/2015
Aging boomers are ready for financial advice
New book teaches consumers how to select the right adviser
12/30/2015
Big bank brings wealth management services to Albuquerque
While the bank has long offered wealth management services in nearby Colorado and Texas, among other areas, it's the first time it will have an actual team on the ground in New Mexico.
12/30/2015
Big bank brings wealth management services to Albuquerque
The new array of services could ultimately include portfolio management, trust services and more
12/30/2015
8 Wealth Management Trends for 2016
The coming year will bring rapid changes in technology, regulations and M&A, among others.
12/29/2015
The World's Richest People Got Poorer This Year
The richest people on Earth became a bit poorer this year.
12/28/2015
National Association of Professional Women Inducts Kathryn Hayden, Account Vice President, UBS Financial Services, Into its VIP Professional Woman of the Year Circle
Kathryn Hayden selected for her outstanding leadership and commitment within her profession
12/27/2015
You Don't Have to Be a Billionaire to Buy a Big Building in Manhattan (or, a Piece of One)
"That really changed the landscape of access," said Adam Hooper, CEO of RealCrowd, a San Francisco-based startup that brings equity crowdfunding to the real estate industry.
12/24/2015
Justice Department Announces Four Banks Reach Resolutions Under Swiss Bank Program
The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.
12/24/2015
Meet Kim Jenson, managing director at UBS Wealth Management and a Woman of Influence
I am passionate about attracting more women to our industry
12/24/2015
The Future of Wealth Management
This is not to say that advisors should ignore the short term, but they’d be well served to pay more attention to where the industry is going long-term, or at least three to five years from now.
12/23/2015
Best of 2015: Wealth Management in an Extreme World
We can focus on the myriad challenges facing the business of private wealth management, but I hope you expect nothing less of me than to think of the clients first.
12/22/2015
JPM wealth arms fined $307m over client disclosure failings
JP Morgan has admitted disclosure failures and will pay the SEC $267 million in penalties and disgorgement.
12/22/2015
CIBC Possibly Eying Greater Role In U.S. Wealth Management Space
Chief Executive Officer Victor Dodig has sought to expand CIBC’s U.S. wealth-management business, earmarking as much as C$4 billion $2.87 billion as recently as October to pursue takeovers.