5 September 2008, 4:09 pm
LPL Financial Expands Offering Into the Registered Investment ...MarketWatch - 1 hour agoHe was also responsible for developing high net worth strategies, focusing on wealth management services, trust services, separate account management, ...... read more
5 September 2008, 11:41 am
SEIA Named a "Best Place to Work" in LA by Los Angeles Business ...MarketWatch - 6 hours agoSEIA is a boutique wealth management firm with offices throughout Southern California that has over $1.4 billion under management as of June 30, 2008. ...... read more
5 September 2008, 8:04 am
Convergent Recruits Two Big Citi TeamsPrivate Asset Management, NY - 10 hours agoConvergent has been growing in assets, staff and new hubs since its makeover from Lydian Wealth Management last year (PAM, 6/16). ...... read more
5 September 2008, 1:00 am
FinFacts IrelandUPDATE 1-Valartis buys Austrian unit from Anglo Irish BankReuters - 17 hours agoValartis said the acquisition substantially expanded its wealth management activities and increased the group's assets under management to a total of 5.5 ...Valartis Group acquires private bank a... read more
4 September 2008, 6:57 pm
Virginia firm launches new wealth management divisionIFAwebnews.com, MD - 23 hours agobased Genworth Financial Inc. is moving forward with plans to expand its business and launched a new wealth management unit by combining two subsidiaries. ...... read more
4 September 2008, 3:08 pm
Financial PostMost Wealth Managers Have Been Spared a Direct Hit by Financial ...MarketWatch - Sep 4, 2008While the financial crisis has underscored the relative stability of the wealth management business, it has also created a new sense of urgency around how ...India accounts for only small f... read more