04/24/2014
Wealth Access, a wealth management platform designed for financial advisers and high-net-worth clients, announced Wednesday that it had raised more than $3 million in a financing round.
04/24/2014
HighTower's Pagnato Karp, founded by Barron's Top 100 Advisor Paul Pagnato, launches PK Asset Protection, led by Director Samantha Young.
04/24/2014
Wealth Management Trends - The Good, The Bad & The Ugly
2013 was a mixed year for the retail wealth management business, with positive highlights such as increases in assets under management, revenues and production hiding some disturbing underlying trends.
04/23/2014
That we have eliminated any perception of conflict of interest
04/23/2014
"Despite the post-crisis damage to the reputations of many major investment banks, investors continue to turn to bank trusts for long-term multigenerational wealth strategies," comments Donnie Ethier, associate director at Cerulli.
04/22/2014
With its latest acquisition, Mariner Wealth Advisors now has $9.5B total assets under management with $2.4B in the Northeast
04/22/2014
The family office industry continues to consolidate, as increased regulation and costs drive single-family offices into the arms of more efficient multifamily offices.
04/22/2014
Merrill Lynch Wealth Management sets new $8 million bragging target for its top brokers
The new "Pinnacle Club" will pay its members $10,000 in cash
04/17/2014
6 Questions for the CEO of RBC Wealth Management-U.S.
It’s been a steady drumbeat of heightened rule making and enforcement.
04/17/2014
US fight over adviser fiduciary rules nears end
While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules.
04/17/2014
Legend Advisory Corporation, a registered investment adviser, announced today the unveiling of a comprehensive wealth management platform for their financial advisers.
04/17/2014
WisdomTree Investments, Inc.an exchange-traded fund sponsor and asset manager, announced today that it has completed the acquisition of Boost ETP
04/17/2014
Wealth management revenue rose 4 percent to $3.62 billion and the division's earnings were up 65 percent to $423 million.
04/16/2014
HighTower's annual Ultra-High-Net-Worth Family Wealth Conference took place on April 8, 2014 at George Washington University in Washington, DC.
04/16/2014
BlackRock CEO Laurence Fink's pay totaled $22.9 million in 2013
BlackRock Inc, the world's largest money manager, paid Chief Executive Officer Laurence Fink $22.9 million in compensation last year, up 13.4 percent from $20.2 million the year before.
04/16/2014
Wealth Management Up, But BofA Posts Net Loss on $6B in Legal Fees
Bank of America’s wealth management unit reported a modest increase in profits and a surge in advisor productivity, but the bank suffered a net loss for the quarter as litigation expenses related to the financial crisis rose to $6 billion.
04/14/2014
Benchmark Bank has announced the formation of Benchmark Private Wealth Management, a subsidiary of Benchmark Bank and a Registered Investment Advisor, to better provide its customers with a complete suite of financial services.
04/13/2014
He was recently chosen as the most influential figure in wealth management by the readers of WealthManagement.com.
04/11/2014
There has been a flurry of merger and acquisition activity in the pension space in Latin America
04/11/2014
Beckman currently serves as senior vice president/director of special projects