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.
11/04/2013
Nearly half of potential advisers on the move would choose LPL, up from 43% last year
11/03/2013
The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.
11/03/2013
Both firms have highly credentialed professionals - attorneys, CPAs, CFA® charterholders and CFP® professionals - and take a team approach to helping clients coordinate and manage today’s difficult financial decisions.
11/03/2013
Firm with Extensive Expertise in Portfolio Management serves Institutions, Business Owners and High Net Worth Clients across Texas and the Southwest