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Low rates mean mixed bag for financial services giants
Three financial services giants posted quarterly earnings gains — some strong, some not so strong— despite continued pressure from low interest rates. A few bright spots helped.
Geller hires Harris myCFO chief executive Calabrese
CEO plans to expand advisory platform.
A private-placement matchmaker
InvestmentNews often writes about private placements gone bad, but the fact is, the asset class represents a big…
Five years after crisis, advisers can sleep at night, but clients still nervous
Since the dark days five years ago when Lehman failed and Merrill sold its brokers to Bank of America, advisers and financial markets have recovered but clients remain scarred and nervous, worried about a repeat. What are the chances?
<b>The Takeaway:</b> Crashtastic!
Portfolio Stock and bond markets crash into the close. This is what the Fed means when it says…
Fiduciary advocates warn SEC not to water down uniform standard
InvestmentNews roundtable panel debates rules for advisers vs. brokers.
To attract high-net-worth clients, offer more than financial planning
IN webcast panel also says to keep it in the family for long-term success.
Rich pulling up stakes to beat taxes
Higher rates have wealthy seeking out more favorable domiciles; Nevada a hot spot
G. Moffett Cochran, Silvercrest Asset Management CEO, dies at 63
Chairman and CEO of Silvercrest Asset Management, which advises families, endowments, foundations and other institutional investors and had $14.6 billion under management, had raised more than $1 million for the Robert L. Fine Cancer Research Laboratory Foundation.
An adviser’s adviser invigorates UBS
Robert Mulholland has breathed new life into the adviser ranks of UBS since the wirehouse's low point in 2009. It hasn't been easy. | How does UBS rate with customers?
Adviser lands a lotto assets
Powerball winner's $590M booty is big win for small advisory firm.
Ranks (and dollars) of ultra high net worth grow
"Bomb shelter" mentality helped through crisis, now wealthy find best opportunities.
Bloomberg’s new venture: Online advice
An 800-pound gorilla is wading into the market for online investment management and financial advice. Media giant…
Madison Dearborn to buy NFP for $1.3 billion
Deal ends roller-coaster ride for wealth management aggregator.
Baird expands in the oil patch
Robert W. Baird & Co. Inc. is expanding its wealth management operations in Texas, recruiting seven former Wells…
Savant Capital takes advice online
Advisory firm now offering online version of investment advice available at offices.
RIAs bringing in new money, study finds
Registered investment advisers will continue to increase their market share of managed assets in the United States, according…
UBS should hive off wealth management unit, shareholder says
In a letter to UBS staff and shareholders, Knight Vinke said the bank should split up its investment bank and wealth management units.
UBS listening to shareholders on wealth management split
A powerful shareholder thinks UBS should hive off its investment bank. Given the recent stellar performance of the company's wealth management business, this isn't such a whacky idea.
Richest Olympic cheater of all time? Lance laps the field
Armstrong raked in an estimated $218M from cycling, endorsements; 'like an atomic bomb'
