05/21/2014
Where is the Next Generation of Wealth Management Professionals?
Firms beginning to feel the pressure to diversify their ranks
Wealth and Asset Management
05/21/2014
BlackRock's Fink: Managers 'need to get back to basics'
Fund managers are too short-termist and spend too much time talking about products rather than investment outcomes, the chief of the world’s largest fund manager said Tuesday.
05/21/2014
Wealth Management Startup FutureAdvisor Raises $15.5 Million
Looking to bring top-flight wealth management services to the middle class, FutureAdvisor has raised $15.5 million in fresh capital.
05/21/2014
Deutsche Asset & Wealth Management Launches the First U.S.-listed ETF to Provide Access to Small Cap China A-shares Equities with ASHS
The launch of ASHS expands DeAWM's innovative suite of ETFs that offer direct access to Chinese securities.
05/20/2014
Credit Suisse pleads guilty to helping 'tax cheats'
The settlement marks a major U.S. legal victory in a continuing U.S. investigation
05/19/2014
BMO named "Best Wealth Management in Canada 2014"
BMO recognized for its comprehensive wealth management services, array of local and global expertise and innovative investment and financial solutions
05/19/2014
Keeping wealth all in the family
Continuity in building family wealth is undermined because 95% of inherited assets moves to a new financial advisor – all because the incumbent advisor has failed to build relationships with their client’s children.
05/19/2014
Karla Rabusch Recognized as One of the Top Women in Asset Management
Our industry has made great strides in recruiting, retaining, and promoting women
05/16/2014
Will The Rich Always Get Richer?
But Scrooge hates working
05/16/2014
Two Memphis firms make CNBC’s Top 100 wealth management firms
Waddell & Associates was ranked No. 39, while Red Door came in at No. 97
05/16/2014
Raymond James Recruits $1.6M Wirehouse Team
A Merrill Lynch advisor team that generated about $1.6 million in annual revenue is moving to Raymond James
05/15/2014
Recruiting has Become a Private Equity Game
Yes, the markets have helped with asset growth organically
05/15/2014
Former UBS, Wells Fargo advisers to use Raymond James' platform
The Investment Advisors Division of Raymond James Financial provides custodial and support services
05/15/2014
Envestnet Launches Education Portal
Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors
05/15/2014
Raymond James' Custodian Group Picks Up New RIA
Playing matchmaker has paid off for Raymond James' custodial operation
05/14/2014
Societe Generale Securities Services appointed by Wells Fargo Asset Management as its Correspondent Bank in Italy
SGSS was selected for its widely-recognised expertise as a correspondent bank and its capacity to accompany Wells Fargo Asset Management
05/14/2014
Financial Planning or Asset Management? Clients Need Both
The "value" of portfolio management isn't just when a portfolio grows
05/14/2014
Asset managers likely to get bigger bonuses this year - consultant
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
Advisers Scramble as Firms Trim Overseas Business
Ileana Platt was put in a bind when Barclays PLC announced plans to pull out of the Latin American market for wealth management services.
05/13/2014
Dallas wealth management firms merge
As part of the merger, RGT will retain SCM Advisors’ staff and will assume client assets of $600 million