07/31/2012
Mr. Bloch, who tied for 39th on last year’s Philanthropy 50 list of the nation’s top donors, said the dollar amount of contributions to the foundation would remain private for now but that it would ultimately rank among the region’s larg
07/30/2012
More than 1,000 US investors surveyed reveal convenience and online tools are key reasons for Gen-Xers and Gen-Yers to shift assets between financial institutions
07/30/2012
EFG International to sell Canadian subsidiary
EFG acquired the Wealth Management Group of Companies in 2007
07/30/2012
Butnaru, chief executive of Mora Wealth Management USA, joined the company last August, prior to opening the Miami office in October.
07/30/2012
In challenging conditions marked by increased volatility and greater client caution, UBS continued to execute its strategy and to deliver on its enduring commitment to clients, achieving pre-tax profit of CHF 951 million.
07/29/2012
The richest people on the planet added $15.2 billion to their collective net worth this week as global markets rose on speculation that Europe will move to ease borrowing costs in Italy and Spain.
07/29/2012
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
07/29/2012
The company, the nation's third-largest retail brokerage firm, made the announcement on Friday.
07/26/2012
Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.
07/26/2012
Saverin renounced his U.S. citizenship and officially became a resident of Singapore. He made the decision to do so last September, and the news came out when an Internal Revenue Service list was published April 30, causing much consternation, as it was r
07/26/2012
There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.
07/26/2012
American investor Julian Robertson, who owns The Farm at Cape Kidnappers, is a new addition (fourth), with an estimated wealth of $3billion.
07/26/2012
From 1st January 2013, under FATCA, the United States will require all of its citizens to report their worldwide earnings to the Internal Revenue Service, regardless of where they live, how long they have lived there, or whether any money is owed.
07/26/2012
The acquisition increased the Wealth Management Division's assets under management by approximately $1.0 billion.
07/25/2012
All of these have brought technology centre stage in managing financial institutions.
07/25/2012
This represents an 8 percent increase over the prior year quarter's diluted earnings per share and is flat with this year's second quarter on a non-GAAP basis.
07/25/2012
Wealth management, an industry long accustomed to steady growth and healthy profits, is now facing significant headwinds — and opportunities.
07/25/2012
Pretax operating margins within the wealth management division increased 11.6% compared to 11.3% a year ago due to cost-cutting that “helped to offset the impact from low interest rates.”
07/25/2012
The investment-banking and wealth-management company had seen its profits decline in recent quarters as market volatility challenged its revenue growth.
07/25/2012
Record first-half 2012 operating revenue of $954 million; second-quarter operating revenue of $455 million