10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/09/2012
The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer
10/09/2012
Despite a rising stock market which should be buoying investment performance and investor satisfaction, financial advisors are largely treading water with many wealthy investors, and worse, have lost significant ground with a key wealth segment, according
10/07/2012
The consultancy, which advises Remuneration Committees on Executive Pay issues, has identified it as the single biggest executive remuneration trend in 2012.
10/04/2012
The firm will continue to operate independently and under the leadership of the existing management team.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software
10/04/2012
Some veteran advisers say they feel less tied to their firms after they were swallowed up by big banks and other Wall Street nameplates.
10/04/2012
Designed for Private Families in the $5-50 Million Wealth Bracket
10/04/2012
Mandate Includes Mutual Fund Accounting and Administration, Transfer Agency and Blue Sky Services
10/04/2012
The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.
10/04/2012
NFP Advisor Services Group has published the results of a study identifying the benefits of multidiscipline practices (MDP) to clients and advisors, and exploring the unique obstacles that these practices must overcome to achieve success.
10/03/2012
Citi’s OpenWealth delivers a full suite of wealth management investment services solutions.
10/03/2012
Wall Street banks should quit New York because the state has "made war" on the financial services industry for the last decade, an analyst has argued.
10/03/2012
Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.
10/03/2012
The states with the most multimillionaires have strong political preferences.
10/03/2012
Fiera acquires SG Private Banking subsidiary
The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.
10/02/2012
"I'm not aware of another firm that offers the same continuum of business models" to help firms as they evolve and grow."
10/02/2012
The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.
09/30/2012
Co-Founders Named Among Barron’s 2012 “Top 100 Independent Wealth Advisors
09/28/2012
"We are delighted with the new relationship with Oregon Pacific Bank," says Diane Dombras, the former South Valley Vice President responsible for the bank's trust department.