07/22/2014
Nicholas Valtz, a managing director in cross-asset sales at Goldman Sachs Group Inc. in New York, was found dead yesterday by family members who went searching for him after he didn’t return from a kiteboarding outing.
07/18/2014
KeyCorp said it has agreed to buy Pacific Crest Securities, a technology-focused investment bank and capital markets firm based in Portland, Ore.
07/14/2014
Before Connecticut commuter trains reach New York they stop at Stamford, where office buildings bear the names of global finance and professional services companies that many might expect to see in Manhattan.
07/13/2014
Effective April 1, 2014, certain client assets previously reported as AUM have been reclassified as Assets Under Advisement (AUA).
07/10/2014
Through the first half of this year, the industry was on pace for 4% of banks to be acquired. That’s up from 3.5% for all of 2013, and marks the highest since 1998’s level of 4.6%.
07/09/2014
Legg Mason manages $1.7 billion in assets out of its local office, making it Greater Cincinnati’s 15th-largest money management firm, according to an upcoming Courier List.
07/04/2014
Baird, based in Milwaukee, Wis., now reports $125 billion in client assets