06/12/2015
National index ranks residents of each province on who is most successful at managing their wealth according to a variety of criteria - Nova Scotia was in the middle of the pack, placing fifth - Nova Scotians scored well because of having low levels of d
06/11/2015
The website offers a new uncluttered and intuitive design that puts key information on a single dashboard view and provides drilldowns to whatever level of detail the client needs
06/11/2015
Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing private companies, as the global market for unlisted company fundraising gathers pace.
06/11/2015
Morgan was raised with a blue-collar mind-set.
06/11/2015
A combination of the two would create a wealth management behemoth
06/10/2015
Following its acquisition in January, SSN operates as a wholly-owned subsidiary of Ladenburg Thalmann Financial Services
06/10/2015
The decision could make TD Ameritrade more competitive with the growing host of large brokerage firms
06/10/2015
The new banking products are just the latest step in Morgan Stanley's effort to make wealth clients more reliant on financial advisers - not just for investments, but for loans and other financial needs.
06/10/2015
Merrill Lynch terminated Buck, 61, on March 4 citing its "loss of confidence" in him after 34 years with the firm.
06/10/2015
The wealth management firm cautions investors must use leverage for balance sheet diversification rather than to amp up returns
06/09/2015
Their ability to automatically rebalance client portfolios so that they meet investors' risk appetites and goals have likely attracted the affluent
06/09/2015
Wealth Enhancement Group has created a differentiated business model that sets itself apart from other wealth management firms within its industry.
06/09/2015
Financial and accounting services firm seeks to expand New York market share
06/09/2015
As banks struggle with rising regulatory costs and thinner profit margins, they're increasingly boosting efforts to generate more business from existing clients and diversify their revenue streams
06/08/2015
Barclays Banker Loses Two Jobs After Leak of Insane Intern Email
Kwan, who was a second-year analyst in Barclays’ Global Power & Utilities group, was let go by the bank on Friday
06/08/2015
Stifel Completes Acquisition of Sterne Agee
Stifel Financial Corp. today announced that it has completed the acquisition of Sterne Agee Group, Inc.
06/08/2015
Troubleshooting Single-Family Offices
As single-family offices become increasingly institutionalized, many are critically evaluating their operations and performance. Their intent is to eliminate impediments to success as they attain better results while mitigating costs.
06/08/2015
ARS Wealth Advisors Among Top 100 Fee-Only Wealth Management Firms in the Nation
With a focus on accessibility and customization, the firm was named No. 32 on CNBC’s annual list
06/08/2015
Barclays' US wealth unit changes hands
As of May 31, 2015, Barclays had approximately 180 financial advisors in the U.S.
06/08/2015
Smart Beta Critics “Supping on Thin Gruel”
The “futurewealthy”—those with an average net worth of $2.7 million today—prefer to work with a relationship manager