05/20/2015
Northern Trust to Provide Global Custody for the University System of Maryland Foundation
Northern Trust will provide other services including pooled accounting, endowment reporting and investment performance services.
05/20/2015
Northern Trust will provide other services including pooled accounting, endowment reporting and investment performance services.
05/19/2015
LPL says it has $27 billion in advisory and brokerage assets in accounts of $5 million or more
05/19/2015
Tiger 21 started in New York City in 1999 and now has organizations in 18 cities in North America
05/19/2015
Lovell Minnick Partners has completed the sale of its portfolio company
05/19/2015
Wealth management is a practice area some accounting firms have done very well with
05/19/2015
When the offering is completed next month, Focus expects to have returned almost $300 million to its network shareholders since 2013.
05/18/2015
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Obama proposed eliminating those college savings accounts — known as 529 plans
05/18/2015
After nearly 28 years advising clients, Mulvihill has found that they often express curiosity about how global events might impact their investment portfolio.
05/18/2015
The financial reports will allow Hillary Clinton’s opponents from both parties to argue
05/18/2015
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources
05/18/2015
He's taking Merrill away from its traditions and moving toward goals-based management
05/18/2015
Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses
05/18/2015
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps
05/18/2015
Independent broker-dealer LPL Financial wants to goose its internal TAMPs — or turnkey asset-management programs — by paying its hybrid affiliates to put assets on them
05/18/2015
Recommendations for inclusions were taken from across the board
05/15/2015
Debate about debt and retirement couldn’t be more timely.
05/14/2015
The award honors an organization for using the Kolbe SystemTM of instinctive strengths assessment to achieve positive, quantifiable results in major projects.
05/14/2015
Douglas Elliman Real Estate has launched a new international division to provide brokerage services to ultra-high-net-worth clients in the sports and entertainment industries