04/19/2012
US subsidiary of leading French bank launches mortgage service for wealthy clients
In addition to the creation of the private mortgage banking team, the bank continues its investments in its wealth management service model and capabilities, including the opening of additional dedicated wealth management client centers.
04/18/2012
Last year, almost 1,800 people followed Superman's lead, renouncing their U.S. citizenship or handing in their Green Cards.
04/18/2012
Few Americans know what it is like to have one million dollars a year to their name.
04/18/2012
The shareholder vote, mandated by the "say on pay" legislation under the Dodd-Frank Act, was taken at the firm's annual meeting in Dallas.
04/18/2012
STATE Street said yesterday that first-quarter profit fell 11 per cent as compensation and other employee benefits surged at nearly three times the pace of operating revenue.
04/17/2012
First Midwest Bank has announced that it has formed a new Wealth Management Division as part of the bank's strategic organizational realignment.
04/17/2012
Wealth Managers View Creating Efficiencies a Vital Part of Operational Philosophy
04/17/2012
US wealth management firm to go private
The proposed transaction is expected to close in the third quarter of 2012.
04/17/2012
The U.S. Senate has blocked President Barack Obama’s proposal to raise tax rate on those who earn more than $1 million a year.
04/16/2012
According to the Mei Moses World All Art index, investment grade art grew in value by 10.2 per cent in 2011, outperforming both the S&P 500 and the FTSE All Share total return indexes.
04/13/2012
Former Merrill Lynch Wealth Management Leaders Launch Hybrid RIA Firm to Provide Client-Focused Advice and Investment Solutions
04/13/2012
In recent years, the wirehouses have made a concerted effort to court the HNW market.
04/13/2012
Two former Merrill Lynch veterans on Thursday announced that they opened an independent, adviser-owned brokerage firm, saying they hope it will attract top talent from the biggest U.S. brokerages and grow to be global in scale.
04/12/2012
The brokerage arms of banks such as Morgan Stanley, UBS AG, Wells Fargo & Co. and Bank of America are offering high-end U.S. brokers two to three times the commissions and fees they produced in the previous year, up from about one times those earning
04/11/2012
In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.
04/11/2012
The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes
04/11/2012
This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.
04/11/2012
Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.
04/09/2012
Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.
04/09/2012
The new service will give family offices access to research reports and peer networking, according to Fidelity.