08/05/2016
Family offices and financial advisors are often tasked with the duty of hosting or mediating a meeting amongst key members of the family to discuss a litany of concerns or to put affairs in order.
08/05/2016
The bank’s investment program, First Financial Brokerage Services, was run through Cetera Investment Services for 18 years prior to the move to Raymond James, according to the press release.
08/04/2016
In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.
08/03/2016
Wealthy clients will appreciate the one-stop shopping and advisers will see improved retention rates
08/02/2016
McGregor and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.
08/01/2016
Wealth management industry will need to redesign the ‘core’ high-net worth service model
08/01/2016
The new partnership with American Express Middle East means that ADS Securities clients can now access the exclusive American Express Centurion Card, which is available by invitation only.
08/01/2016
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
08/01/2016
The company attributes the increase in profit at Wealth Management Americas’ division to lower operating expenses and record net interest.
07/29/2016
Annually, Financial Advisor magazine ranks the top RIA firms across the United States based on a survey of the firms’ discretionary AUM.
07/29/2016
Advisory, asset-management businesses sag in latest quarter
07/29/2016
Touting the fund as the first of its kind in Asia, Eliza Ong, managing director and regional head at RHB-AM, says the partnership leverages on Neuberger Berman’s platform and PE strategies.
07/29/2016
Industry sources say that figure was closer to $250,000 before the financial crisis.
07/28/2016
The Investor Group survey, which looked at how high-net-worth Canadians are using their mortgages.
07/28/2016
Cohen’s bet on the Boston-based firm is the first major commitment of funds for Quantopian to manage using its members’ algorithms, the company said Wednesday in a statement.
07/26/2016
This sponsorship represents an extension of BNY Mellon's long-term commitment to the sport of rowing, both in the U.S and abroad.
07/26/2016
The bank didn’t immediately name a successor to the role in a memo sent Monday afternoon by asset management chief Mary Callahan Erdoes to bank employees.
07/22/2016
The unit had watched its assets under management shrink for four consecutive quarters.
07/22/2016
Most financial advisors rely on notice mailings or hard-to-track industry communications just to stay informed of existing class action settlements.
07/22/2016
Net revenues in the bank’s wealth division slipped to $3.8 billion in the second quarter this year, compared to $3.9 billion a year ago, according to the report.