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
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
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
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.
09/28/2012
"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.
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.