08/04/2014
Wealth Managers Enlist Spy Tools to Map Portfolios
Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.
08/04/2014
Wealth Management Team Launches Arbor Trust Wealth Advisors as an Independent Advisory Firm
Arbor Trust Wealth Advisors was created to provide sophisticated investment and estate planning advice to our highly educated community
08/04/2014
Those in the business of wealth management understand the value of carefully calculated risk and the satisfaction of making decisions that lead to success
08/04/2014
Mariner acquires Allied Business Group
Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, today announced it has acquired Allied Business Group.
08/01/2014
Gibraltar warned shareholders in its annual report that federal regulators notified it in February of their intent to hit it with a new enforcement action
07/31/2014
Atlantic Trust is committed to providing investment excellence along with the highest quality client experience.
07/31/2014
William Michaelcheck, founder, partner, co-chief investment officer and chairman of Mariner Investment Group, believes the regulatory landscape has created significant opportunities for hedge funds
07/31/2014
Asset manager Legg Mason Inc's net income rose 51 pct in the first quarter, driven by increased assets under management and lower operating expenses.
07/30/2014
Ameriprise Financial Inc. said its earnings rose 16.5% as the financial-services company posted a strong performance in its advice and wealth-management unit.
07/29/2014
UBS Wealth Management Americas saw profits slip 3% year-over-year, due in part to financial advisor compensation, according to the firm's latest earnings report.
07/28/2014
JP Morgan questioned on private bank impropriety
Being transparent is part of our normal course of business and it's what drives our client communications
07/27/2014
Alan "Ace" Greenberg, the former chairman and chief executive officer of Bear Stearns Cos Inc, died on Friday at the age of 86 after a bout with cancer.
07/21/2014
Cantor Fitzgeraled seeks global bolt-ons
Cantor Fitzgerald is looking to “aggressively” bulk up globally across asset management and investment banking, with the US brokerage setting its sights on acquisition targets on both sides of the Atlantic.
07/21/2014
Financial Times has distinguished Convergent Wealth Advisors as one of the Top 300 Registered Investment Advisers in the U.S. in the 2014 list.
07/17/2014
Investors are growing more interested in using mobile technology for financial purposes.
07/17/2014
Wealth management pretax margin 21 pct vs 18.5 pct
07/17/2014
Global Private Group Investments will support the global business activities of Global Private Group Investments Europe, the main asset manager of Global Private Group’s with approximately EUR35 billion of assets under management.
07/16/2014
"Wealth management capabilities are an important element of our contemporary full-service investing model," Mr. Bettinger
07/16/2014
Wealth Management trust, investment and other servicing fees were $311.5 million, up $11.2 million, or 4%, from $300.3 million in the prior quarter
07/16/2014
Private bank to acquire $4.3B RIA, creating $9B wealth management monster
Bank will establish a new, wholly owned subsidiary that will combine its existing wealth management business with that of Banyan Partners. Subject to regulatory approval and customary closing conditions, the transaction is expected to clos