09/27/2012
Virtus Wealth Management located in Southlake, TX and EFC Advisors, LLC located in Arlington, TX believe this new affiliation will provide enhanced capabilities and an expanded roster of financial products.
09/27/2012
Study Finds Many Lowering Debt and Redefining Their Investment Approach
09/27/2012
This is for the first time that Wells Fargo is taking assistance from any external PR advisers.
09/27/2012
“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”
09/26/2012
To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign
09/26/2012
"There’s an overall higher level of pessimism than average."
09/26/2012
"Wells Fargo's strong financial results this quarter again reflect the benefit of our diversified business model."
09/24/2012
Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up
09/23/2012
The new offering, called Hedge Fund Select, is similar to products that other big brokers like Morgan Stanley, Citigroup Inc and Bank of America Corp's Merrill Lynch division have offered for many years.
09/23/2012
According to a poll of the 150 attendees of the Forbes 400 Summit on Philanthropy, sponsored by Credit Suisse, 56 percent of the billionaires present said that “taxes impact our philanthropic giving.”
09/23/2012
The consolidation of branches will allow Canaccord to better service its private clients by concentrating its support resources and capital investments in client service activities in its key markets.
09/20/2012
Harris Private Bank earned a Top Five ranking in the 2012 Luxury Institute Wealth Management Survey, which polled 500 high-net worth Americans with a minimum net worth of $5 million for their thoughts on the quality, exclusivity, social status, and client
09/20/2012
BNY Mellon has announced that it has won an Industry Innovation Award for 'Custody-Asset Management Servicing' from aiCIO magazine.
09/20/2012
Based in Waltham, Massachusetts, the firm applies an integrated approach to advising on investments, financial planning, and other financial services for intergenerational families.
09/20/2012
Reputation for honesty and first-class service advantage smaller wealth managers
09/18/2012
Eleven more wealthy families and individuals have joined Bill Gates and Warren Buffett in promising to give away at least half of their wealth.
09/17/2012
“We have lost a great friend and partner,” Brown Advisory CEO Michael D. Hankin emailed his staff on Saturday.
09/17/2012
Today, Allianz unveiled the third edition of its "Global Wealth Report", which puts the asset and debt situation of private households in more than 50 countries under the microscope.
09/16/2012
The report, titled Capturing Growth in Adverse Times: Global Asset Management 2012, provides the findings of BCG's tenth annual study of the worldwide asset-management industry.
09/16/2012
RBC has also made a number of leadership changes recently to reflect those priorities.