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Wealth and Asset Management

08/01/2016

UBS America's Wealth Unit Profits Up 18%

The company attributes the increase in profit at Wealth Management Americas’ division to lower operating expenses and record net interest.

07/29/2016

Savant Capital Management Ranked Among Top Industry Leaders

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

Lazard’s Earnings, Revenue Slide Amid Rocky Markets

Advisory, asset-management businesses sag in latest quarter

07/29/2016

Partners RHB-AM And Neuberger Berman Launch New PE fund

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

How rich is rich enough to get the attention of big US brokerages?

Industry sources say that figure was closer to $250,000 before the financial crisis.

07/28/2016

Some high-net-worth Canadians choose to take on mortgages

The Investor Group survey, which looked at how high-net-worth Canadians are using their mortgages.

07/28/2016

Point72’s Cohen Bets $250 Million on Crowd-Sourced Quantopian

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

BNY Mellon Named Gold Medal Sponsor of USRowing

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

J.P. Morgan Wealth Management Executive Di Iorio to Retire

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

Boston Private Wealth sees first increase in assets in a year

The unit had watched its assets under management shrink for four consecutive quarters.

07/22/2016

Private Client Resources & Chicago Clearing Corporation Announce New Partnership

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

Morgan Stanley’s Cross-Selling Rescues Wealth Unit

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.

07/21/2016

Northern Trust Announces Increased Quarterly Dividend

We are pleased to announce a dividend increase, which demonstrates the continued strength of Northern Trust’s capital position

07/21/2016

RBC Wealth Adds Two Teams From Rivals

Meanwhile, Cetera, Deutsche Bank & Snowden Lane say they have picked up new advisors, as well

07/21/2016

Ernst & Young Veteran Joins Fieldpoint Private

He led Ernst & Young's family office practice in Moscow, Russia, as well as serving several years working with a boutique merchant bank in the Middle East.

07/20/2016

Four Emerging HNWI Expectations Wealth Managers Must Meet

The results uncovered clear calls to action for wealth managers around four key themes: information delivery, compliance, social responsibility, and innovation.

07/19/2016

Bank of America wealth management loses small brokers

The last installment of those bonuses was paid out in the fourth quarter of last year.

07/18/2016

Gluskin Sheff Associates Inc. Announces June 30, 2016 Assets Under Management and Performance Fees

Actual outcomes and results may differ materially from those expressed in these forward-looking statements.

07/18/2016

BofA Bond-Trading Beats Estimates as Four Main Units Post Gains

The average estimate of analysts surveyed by Bloomberg was 33 cents.

07/18/2016

Bank of America profit falls 21% amid wealth-management dip

Net income drops to $4.23bn from $5.13bn year-on-year as firm takes accounting charge

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