01/19/2012

Porte Brown Wealth Management Wins Top Awards for 2011

This year, 1st Global partner firms were inspired to discover their next act by world-class speakers. Michael E. Gerber, author of multiple E-Myth books, challenged everyone to start working ON their business not simply IN it. Diana Nyad spoke of her dete

01/18/2012

Wells Fargo reports income up, assets down

Even so the diversified banking and financial services firm, which operates more than 6,000 retail branches, said net income in those businesses increased significantly.

01/17/2012

Cornerstone Advisors expands wealth mgmt services

As an extension of Cornerstone's nearly three decades of work with ultra high net worth individuals and families, RISE unites the firm's investment strategy expertise and insights into donor expectations to bring comprehensive services to privat

01/16/2012

Bank of America puts its advertising account in review

Bank of America says it wants to rethink how it advertises to consumers taking note of the huge shifts in the economy — and its own fortunes — since 2005, the last time it reviewed its ad assignments.

01/16/2012

Switzerland eyes tax deals, US talks 'not so easy'

Switzerland has already agreed to allow tax evasion investigations with countries including the United States and Germany, and struck deals with Germany and Britain to enable them to claw taxes back from their nationals.

01/16/2012

Raymond James statement on Morgan Keegan deal

“While our preference is generally organic growth, we have used strategic mergers to grow throughout our history when the timing and pricing are right and, most importantly, when there is a strong cultural fit and clear path for integration,”

01/13/2012

Fidelity rolls out iPad app for RIAs, family offices

RIAs and family office advisors who download it from Apple’s App Store can customize their preferences to view clients’ accounts and orders, access stock quotes and analysis and view and filter alerts before or during client visits on their iP

01/13/2012

First Citizens Asset goes international

FCAM’s GM also said investors should be taking advantage of the current economic woes abroad to invest in companies that will surely increase in value once the global economy improves.

01/11/2012

IAS signs up another high-profile firm

Through three offices located in Las Vegas, San Diego and Phoenix, Miller/Russell supports over $1 billion in assets under management (AUM).

01/11/2012

US wealth advisory group expands in New York

The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh

01/11/2012

FolioDynamix continues innovation in wealth mgmt technology

The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.

01/11/2012

Envestnet adds to its liquid alternatives program

Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.