05/27/2014
Philadelphia Financial targets high net-worth families through a network of intermediaries, and it views Lombard as an attractive opportunity to expand that area of its business, Sky News said.
05/27/2014
Scotiabank also said it intends to repurchase up to 12 million shares, or about 1 percent of its shares outstanding, during the next year.
05/27/2014
It has also been announced that Bestinvest’s current chief executive Peter Hall will lead the combined group, while Tilney Investment Management director Miles Robinson will head up Tilney for Intermediaries.
05/26/2014
Six years after the crisis, a growing number of Asia’s millionaires are turning to independent wealth advisers, who offer professional advice for a fee much like doctors and lawyers do.
05/26/2014
The wealth manager, which declined to comment on plans for a new service, said in its year-end results for 2013 that “there is growing demand for a simplified, lower cost service.
05/26/2014
Something odd occurred last week, something that almost never happens in business, let alone financial planning