02/27/2013
"The combined awards highlight the breadth and depth of our family office and advisory services, as well as our exceptional, independent investment consulting and advice made possible with our recent acquisition of CTC Consulting."
02/27/2013
RBC Wealth Management net income up 24%
Net income of $2,070 million (up 8% from $1,911 million)
02/25/2013
Dynasty adds adviser team working with pro athletes
A key component of the agency’s offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer.
02/25/2013
Schroders has reopened Jenny Jones’ US small and mid-cap strategy after it was closed
02/25/2013
Unparalleled client service is the cornerstone of our banking philosophy
02/24/2013
We are very excited to unite our sophisticated wealth management services with the developed asset management
02/21/2013
“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."
02/21/2013
The awards program recognizes investment professionals and wealth advisers
02/20/2013
“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”
02/20/2013
The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.
02/20/2013
"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."
02/20/2013
Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.
02/20/2013
Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan
02/20/2013
Stokley Towles, Partner Who Recast Brown Brothers, Dies at 77
He spent the rest of his life with the firm
02/19/2013
This is according to a New Study from Novantas and BISA.
02/19/2013
Barron’s ranked advisors on factors including quality of practice, assets under management, philanthropic work, revenue produced for the firm and regulatory record.
02/19/2013
HighTower lands veteran Merrill Lynch adviser team
The Sarian Group manages $650 million for high-net-worth clients
02/18/2013
Market Street was selected over three other industry leaders.
02/18/2013
Wealth can be complicated
02/17/2013
How long would it take for an average person to earn that special sum?