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Teaming up helps bring assets in for UBS
UBS Wealth Management wants its high-end financial advisers to team up with its retail advisers to attract additional…
Mariner buys CBIZ wealth business
The 24-employee unit will continue to work out of seven different cities
The Power 20
Who will be the movers and shakers affecting the financial services industry in 2011?
Dems grouse over death tax, but Obama deal likely to fly
Despite grousing from the left, it looks as if Republicans will get pretty much what they want on estate tax policy — if, as expected, Congress approves a bill that would extend all Bush-era tax cuts for two years
UBS manager who supervised whistle-blowing Enron adviser retires
A branch manager for UBS Wealth Management — in the Houston complex where an adviser famously blew the whistle on Enron Corp.'s stock to clients in 2001 — has elected to retire.
Northern Trust launches gay, lesbian wealth management biz
Northern Trust Corp. long has championed its conservative heritage as a 121-year-old financial institution that eased through the Great Depression and most recently the Great Recession.
<b>Tax tips:</b> Greater returns and asset consolidation
It's that time of year when you are talking to clients about taxes.
Coexisting with a CPA parent a challenge for advisers
Adding an in-house wealth management unit to a CPA practice sounds like a reasonable idea, in theory
LPL star aims to build national wealth manager
Ron Carson, LPL Financial Corp.'s most prominent financial adviser, seeks to create a national wealth management franchise, joining the fray with other noted investment advisers desiring a national footprint.
Finra alerts parent firm of Edelman
Sanders Morris Harris Group Inc., a wealth management broker-dealer that owns Edelman Financial Services LLC, indicated in its quarterly report that regulators have decided to recommend disciplining the company.
Hedge-fund manager starts family office, shuns banks
Stephen Diggle, co-founder of hedge- fund firm Artradis Fund Management Pte, has set up a company to pool his personal wealth with that of family offices in Asia and invest in assets worldwide.
Bob McCann vows to turn around UBS wealth business—and culture
Robert McCann, the new chief executive of UBS Wealth Management Americas, took aim at the culture of the firm this morning, while praising its network of 7,300 financial advisers.
UBS nears wealth management turnaround, as outflows taper off
UBS AG, Switzerland's biggest bank, will probably report a fourth straight quarterly profit tomorrow and the lowest wealth management redemptions since 2008.
Beware of wealthy clients’ ‘impossible demands’: Barclays
The world's richest clients often come with “impossible demands,” push margins down and cause internal conflict with investment banking colleagues, said the vice chairman of Barclays Plc's wealth management unit.
Tax fears spell opportunity for insurance agents
With higher tax rates likely in the future, the insurance industry is seizing the moment to win business…
Wealth manager with the most cachet? A new king is crowned
Boston Private Bank & Trust, Inc. has knocked Bessemer Trust Co. off its perch in a poll of wealthy consumers.
Now hiring: UBS’ wealth management unit
Cost-cutting complete, McCann's group looking to sign up 'quality' advisers
<b>Live from the FPA conference:</b> Dan Ariely’s ‘irrational’ shoes
Talk about a fashion statement.
Those irrational French are a lot like us Americans
It's so much fun to pick on the French
Wealth firm chief says law firm botched pre-nup, shortchanging him on modern art collection
A prominent St. Louis wealth manager is suing a leading local law firm over a pre-nuptial agreement involving Jackson Pollock and Jasper Johns paintings, according to a report in the St. Louis Business Journal.
