06/20/2013
With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u
06/20/2013
The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,
06/20/2013
The cap will apply to subsidiaries of EU banks anywhere in the world
06/20/2013
The firm had been waiting for months for the government to grant approval to buy the remaining stake,
06/20/2013
The new services come in advance of the roll out of the Mercer Advisor Portal
06/19/2013
RJF client assets under administration in May rose 14% from a year earlier and edged up 0.2% from the prior month
06/19/2013
Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.
06/19/2013
UK banks are being overwhelmed by wave after wave of new regulation
06/19/2013
Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.
06/18/2013
"This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."
06/18/2013
The chancellor is urged to restore confidence in the financial system by making top bankers more accountable for their actions in the wake of the 2008 bank bailouts, the Libor rigging scandal, and the shoddy treatment of customers mis-sold payment protect
06/18/2013
Regulators in Hong Kong and Singapore say bankers have been manipulating the local benchmark rates there.
06/18/2013
Chelverton Asset Management is to exploit a gap in the market with a new style of private investor club.
06/18/2013
As wealth rises and fortunes are made at a more rapid rate than ever before, the report explores how the challenges facing newly wealthy individuals
06/18/2013
Calls for a break-up of the business therefore seem unconstructive and damaging.
06/18/2013
This latest signatory to the UN charter was officially dubbed Great London, but most people used an informal name that honoured its inspiration.
06/18/2013
Mr Taylor said the platform would offer everything from custody and settlement to tax reporting, but would cater to requests from individual wealth managers considering using the platform.
06/18/2013
Most of city's rich individuals made their money in just 20 years, a new survey shows
06/18/2013
Investors are returning to Europe as they retreat from emerging market and Japanese equities
06/18/2013
We continue to execute on our cost savings initiatives following the Morgan Keegan integration.