Wealth and Asset Management

06/19/2015

The Advisor's Role

Advisors have an important role to play in developing the next generation of advisors

06/19/2015

Wealth Adviser: Keeping the Heirs’ Inheritance In-House

The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.

06/18/2015

Merrill to Ready Clients for Account Changes

Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser

06/17/2015

First Republic To Acquire independent wealth advisor

The six partners of the firm have signed long-term employment contracts as part of the transaction, which is expected to close in the third quarter of 2015, subject to the satisfaction of customary closing conditions.

06/17/2015

Advisors Are 'Threatened by Us,' Says Wealthfront CEO

Most recently, Wealthfront enhanced its daily tax-loss harvesting features such as intelligent recovery, optimized harvesting triggers, predictive deposits and tax-sensitive withdrawals. In addition, the company made it available to all Wealthfront client

06/16/2015

Fund management investment firm IM Square launches with US focus

Philippe Couvrecelle, founder of PTH Conseil and former Chairman of the Board of Edmond de Rothschild Asset Management, and his partner, Jean Maunoury, are the architects behind this project: a global platform which will acquire minority stakes in the cap