08/30/2017
Brandon W. Simmons began his Financial Services Career with A.G. Edwards in 2004, and was named Advisor of the Year at A.G. Edwards in 2006. After 8 years with Ameriprise Financial he joined 360 Wealth Management in August 2017.
08/30/2017
New CIT Subadvised by Driehaus Capital Management
08/29/2017
The RIA specializes in serving business owners who work in the energy industry.
08/29/2017
Securities America, a Ladenburg Thalmann subsidiary which has both Pershing and Fidelity’s National Financial Services as clearing firms, added nearly $100 million
08/29/2017
Timing can mean everything, and buyers are preparing to pounce.
08/29/2017
"RBC Global Asset Management has offered socially responsible investment solutions to Canadian investors."
08/29/2017
She also ran her own recruiting firm, Jacoby Staffing, in New York, according to its website.
08/29/2017
What is clear is that the ultra-wealthy want what a well run multi-family office can deliver.
08/29/2017
All of our businesses are well-positioned for continued success
08/28/2017
Halite Partners will seek growth through acquisitions, with a goal of adding one new firm a year under the Halite brand.
08/28/2017
Both CommSec Adviser Services and Colonial First State will offer Portfolio Service, which provides advisers with access to a range of investments and products through an online portal.
08/25/2017
Robert F. Sharpe, Jr. addresses why there’s been little increase in wealth transferred to charities through estates in recent history.
08/25/2017
During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.
08/25/2017
The company is relocating an initial team of six bankers to Charlotte from Atlanta and New York.
08/24/2017
Jenny Abramson, the founder of venture capital firm Rethink Impact, has joined Ellevest's board, which means she was also likely part of the investment round.
08/24/2017
A strong result for Perpetual’s wealth management division has helped the financial services firm post an increased profit of $137.3 million.
08/23/2017
Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.
08/23/2017
This offer is another big step forward in meeting that need.
08/22/2017
Firms that join CAPTRUST realize an average of 18 percent annual revenue growth
08/22/2017
The financial advisor teams acquired as part of the WealthTrust acquisition.