US Family Office tops wealth survey‎

The Euromoney Private Banking and Wealth Management Survey was first published in 2004, and is recognized as one of the leading benchmarks for the industry globally. The survey uses a peer ranking methodology.


Swiss Bank Wegelin Charged in U.S. With Aiding Tax Evasion

The indictment follows charges filed Jan. 3 against three Wegelin bankers accused of conspiring to help U.S. clients hide more than $1.2 billion in assets from American tax authorities. Wegelin announced on Jan. 27 that it agreed to a sale to Switzerland&


Canaccord profit falls but tops street

During the third quarter of fiscal 2012, the quarter ended December 31, 2011, Canaccord Financial Inc., generated $147.9 million in revenue and recorded net income of $2.5 million, or $0.01 per common share.


Raymond James Net Income Tumbles 18% From Year-Ago Quarter

Net income for the first quarter of last year totaled $81.7 million and $68.9 million last quarter. Price per diluted share for the first quarter is $0.53, versus $0.65 per diluted share in the first quarter of 2011 and $0.54 per diluted share last quarte


Morgan Keegan Execs Head to Raymond James HQ‎

“The loyalty these advisors have demonstrated during what must have been an excruciatingly stressful period is a testament to their character, their dedication to clients and the importance they place on being a part of a firm that is like family.&a


Eagle Asset Management announces leadership changes

There are no changes to the ownership or control of Eagle or the Eagle Family of Funds resulting from Riess’s retirement, or any material change in investment advisory or portfolio management services provided by Eagle.