02/14/2014
Fidelity Shutters Private Wealth Management Unit
David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.
02/14/2014
Halbert Wealth Management and owner Gary D. Halbert receive top honors from Advisors Perspectives, a publishing firm serving the financial professional community.
02/14/2014
What’s in a name? Wealth management brands v boutiques
Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.
02/13/2014
Behavior is a new pay metric at leading international wealth manager
U.S.-based wealth advisers for Barclays are no longer getting paid solely on how much money they bring in. Going forward, their compensation could be docked for misconduct.
02/12/2014
Positive tone from management
02/11/2014
Raymond James Financial, Inc. has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics.
02/11/2014
BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights
BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United
02/10/2014
Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.
02/10/2014
Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds
02/07/2014
The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics
02/07/2014
Lebenthal Wealth Advisors Acquires Heckman Global Advisors
The three worked together at Smith Barney, at the time Dr. Heckman served as Managing Director responsible for global asset allocation.
02/07/2014
HighTower Alliance to offer independence, access to firm's investment platform, BD services
02/07/2014
Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.
02/05/2014
Bank of the West Wealth Management Expects Equities to Dominate in 2014, Outpacing Bonds and Alternatives
The expectation is that the U.S. economy will continue its steady growth while international markets, specifically Europe, continue to break through their slumps.
02/05/2014
UBS Wealth Americas hits billion-dollar profit goal
For Robert McCann, who took control of UBS AG's loss-ridden U.S. brokerage business four years ago, 2013 proved to be a very good year.
02/05/2014
Wealth Adviser: Rich Clients Are Feeling Less Safe
Life for the wealthy is feeling less secure these days. So they are calling on their financial advisers to help ensure their personal safety.
02/05/2014
HNW Research: When wealthy clients become 'unstuck'
This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.
02/05/2014
Most Influential Brokerages in Social Media
A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks brokerages by their social media influence.
02/05/2014
Company Experiences Record Two-Year Growth in Institutional Business
02/05/2014
Ameriprise Reports Strong 4Q, Led by Wealth Management
Ameriprise Financial posted strong fourth quarter earnings which were boosted by robust growth from the firm’s wealth management unit.