Oracle of Omaha says long-term prospects for company difficult to predict
United Capital Financial Advisers today announced the acquisition of financial planning firm Vantage Point Advisors. Vantage Point, which manages $170 million in assets, will now operate under the name of United Capital Private Wealth Counseling.
The Investment Management Consultants Association is zeroing in on independent advisers as it attempts to attract new members to certain designations.
Financial advisers who are looking to attract younger clients had better sharpen their tweeting skills.
Wirehouse's network said to have been breached by massive attack from servers in PRC government; M&A info may have been target
After months of speculation, UBS today named Robert McCann as its new head of wealth management in the Americas
As consumers manage more of their lives via smart phones and iPads, financial services companies are trying to ensure that they don't get lost in the electronic shuffle
A senior executive at a major PR firm recently told me that thought leadership is dead
Finding good sources of referrals and winning over prospects is more of an art than science.
Bank of America's Global Wealth and Investment Management division — and specifically the Merrill Lynch brokerage operation — continue to benefit from improving markets.
Social media may be all the rage, but it's also a major headache for compliance managers. New software may help ease the pain.
It's taken over three years, but loan approvals for small businesses are back to pre-crisis levels.
As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.
No hard sell on site, and the price is right
Advisers who specialize in servicing a single industry group say their narrow focus -- and greater credibility among prospects -- helps them build a more lucrative practice faster
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
Advisory firms continue to face daunting transition issues, according to speakers today at the 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms Workshop in San Francisco.
Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services.
Brokers, planners, investment managers — everybody's crazy about Apple's ubiquitous portable reader
