11/02/2016
Endurance Wealth Management Lowers stake in JPMorgan Chase & Co.
JPMorgan Chase & Co. makes up approximately 1.79% of Endurance Wealth Management’s portfolio.
Wealth and Asset Management
11/02/2016
Amid outcry over cross-selling, City National and RBC stick to their script
The bank even hired about 350 workers — there were no layoffs — and plans to hire at least that many more over the coming year.
11/02/2016
TD Ameritrade Institutional’s Advisors Private Wealth Trust Receives 2016 Wealth Management Industry Award
Advisors Private Wealth Trust, a Strategic Alliance Formed with National Advisors Trust Company in 2015, Established Relationships with More Than 300 RIA Firms in its First Year
11/02/2016
Canaccord Genuity Wealth Management operations continue to deliver stable earnings growth
During the second quarter of fiscal 2017, the quarter ended September 30, 2016, Canaccord Genuity Group generated $193.6 million in revenue.
11/01/2016
US Clients of Swiss Banks May Turn to Bitcoin As Swiss Stop Accepting US Clients
It can even be more secure than traditional banks because you control your own funds.
11/01/2016
BNY Mellon's Pershing Enhances its Lockwood Managed Solution as it Reaches $100 Million Milestone
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
10/28/2016
Northern Trust Named Best Private Bank in U.S.
Northern Trust’s ultra-high-net-worth services include investment management and wealth planning as well as specialized services such as business-owner, philanthropic and intergenerational consulting.
10/28/2016
Seattle bumps Boston as the most expensive U.S. housing market that’s not in California
Historically the Boston and Seattle housing markets have been very similar with relatively well educated populations
10/28/2016
RBC celebrated as leading North American wealth manager with two industry award wins
The Private Banker International Global Wealth Awards recognize industry-leading wealth management firms.
10/27/2016
Private Client Resources Lands Fintech Veteran As Chief Technology Officer
Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system.
10/27/2016
Northern Trust Named Best Private Bank in U.S.
Financial Times Group also awards Northern Trust with Best Technology Initiative and highly commends Global Family Office and Ultra-High-Net Worth Capabilities
10/27/2016
Nicola Wealth Management announced as one of the Top 10 Private Business Growth Award Finalists by Grant Thornton LLP & Canadian Chamber of Commerce
This distinguished award honours the integral role that Canada's private businesses play in growing our country's economy.
10/26/2016
Technology Disruption Driving M&A in Wealth Management
Firms are responding to changing client expectations by snatching up other tech providers
10/25/2016
Scottrade Sale Nearly Doubles Owner’s Wealth to $4 Billion
Riney, owner of closely held Scottrade Financial Services Inc., will be ranked on the Bloomberg Billionaires Index
10/24/2016
Financial advisory firms are missing their growth target for assets under management, revenue
After falling short of their goals, advisers are trying to figure out how to get back on track
10/21/2016
Chicago & Hinsdale Wealth Management Firms Merge into Private Vista, LLC
One of First Wealth Managers to Reshape the Entire Client Experience
10/21/2016
US and China family office giants to collaborate
It has really been a very eventful year for us.
10/21/2016
Northern Trust Survey: Investment Managers Expect Fed Rate Hike, Increased Market Volatility
U.S. elections could lead to portfolio shifts
10/21/2016
SEI Reports Third-Quarter 2016 Financial Results
Our current investments are aimed at preparing for large client implementations and creating a sustainable competitive advantage for all of our services.
10/20/2016
Banking Brokers Boost Morgan Stanley’s Wealth Unit
Morgan Stanley has been trying to motivate its brokers to help build up its bank, including offering bonuses