10/21/2013
Pershing has urged wealth managers to review their price structures, after research found that fewer than 20% of firms use the cost of providing services as the foundation for determining price.
10/21/2013
There were more than 80 nominees in all, and it was an extraordinary privilege for our committee to winnow the list of deserving nominees down to just a handful of Awards recipients.
10/21/2013
The majority of people under the age of 80 don’t feel old until they lose their independence and their health
10/20/2013
In some countries where commissions have been banned, advisors are struggling to be profitable, while others are simply exiting the business
10/20/2013
This award adds to BNP Paribas Wealth Management's prestigious industry recognitions
10/20/2013
Cheviot Asset Management went into its merger with Quilter on the back of strong asset growth but declining profits.
10/20/2013
The associated Portfolio offers a compelling and unique impact investment opportunity for our Credit Suisse Private Banking USA clients
10/20/2013
The firm realized a 67.4% increase in revenue from 2010 to 2012
10/20/2013
Currently Hargreaves is predominantly remunerated by fund managers through rebates
10/18/2013
Wealth management firms look to hard assets for next price boom
As equity markets hit all-time highs again, investors haven’t forgotten the 2008 market meltdown that resulted in a 40 percent loss.
10/17/2013
Brooks Macdonald Group plc the AIM listed integrated wealth management group, today announces an update on its funds under management for the quarter ended 30 September 2013.
10/17/2013
Praemium hires Nick Stanhope and Ari Towli from North Investment Partners to join wealth management service.
10/17/2013
Morgan Stanley, which has made a bigger bet on wealth management than any other major U.S. investment or commercial bank
10/17/2013
The new brand reflects the company's significant and on-going commitment to the business
10/16/2013
Rathbone Brothers has seen a 15.6% increase in funds under management in the first three quarters of the year, with flows accelerating in Q3.
10/16/2013
Fixed income trading revenue plummeted 44%, far more than declines posted by its competitors.
10/16/2013
Britain’s legal challenge to the forthcoming European cap on bankers’ bonuses is unfounded
10/16/2013
St James’s Place is trying to bring more women advisers into the industry through its training academy so that clients have more choice.
10/16/2013
Societe Generale picked about five suitors to study the unit’s finances after they made initial offers
10/16/2013
The EU's financial services chief has defended the right to cap City bankers' lavish bonuses in the face of a legal challenge from Britain over new pay rules.