11/17/2013
The Andriole Group, a Madison wealth management firm with $700 million in client assets under management, has switched affiliations from Merrill Lynch Wealth Management to HighTower, the latter company announced.
11/16/2013
The Private Wealth Management Group LLC, an investment and financial planning firm based in Worcester, has acquired Harbor Trust Wealth Management of Winchester.
11/14/2013
More Americans ditch their passports
Even rock star Tina Turner.
11/13/2013
To launch the office ZT has brought on an elite group of qualified, well-established financial experts and economists, including Roger Manghnani, Managing Partner, who will lead the New York team.
11/12/2013
Snowden Capital Advisors inks deal with leading private equity fund
Snowden is a nationally branded, open-architecture, hybrid registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.
11/11/2013
Firm Growth Continues With $22.8 Billion in Assets Under Management--26th consecutive quarter of positive net cash flows and 35 new hires.
11/11/2013
The second-largest U.S. bank by assets saw net income from its wealth management unit grow nearly 26% to $719 million in the third quarter from a year earlier
11/11/2013
All of our clients benefit from the scale of the Dynasty Network.
11/11/2013
Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,
11/11/2013
Bank of America Corp. Chief Executive Brian Moynihan touted the bank's wealth management business, saying future growth would come in part from affluent customers in that unit.
11/10/2013
When it comes to high-level wealth management talent, it’s still a seller’s market.
11/06/2013
Canaccord Genuity Group Inc. reports second quarter fiscal 2014 results Excluding significant items, earned net income of $6.7 million during the quarter
11/06/2013
"This (deal) has allowed us to plan for 12 to 18 months, but in the long term it brings in a very solid investor with a long-term view," he said.
11/05/2013
Credit Suisse Group plans to eliminate about 50 jobs in its fixed-income department in New York
11/05/2013
Sales results information is based on preliminary data from the Investment Funds Institute of Canada.
11/05/2013
Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.
11/05/2013
Swiss Private Bank Opens Philly Wealth Management site
The Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients
11/05/2013
Credit Suisse today announced that it has reached an agreement to spin off the DLJ Investment Partners business, including the existing investment team led by Igor DaCosta and Charles Harper, to Portfolio Advisors, LLC.
11/04/2013
US hedge fund SAC Capital has reached an agreement to plead guilty to criminal insider trading charges
11/04/2013
Tangible assets, such as fine art, wine, jewelry, antiques, sports memorabilia, classic cars and other valuables, have finally been recognized as an asset class in their own right.