Wealth Management

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  1. Articles

    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. Here's how.

  2. Articles

    J.D. Power: Satisfaction with investment firms up

    Investor satisfaction with large investment firms continues to inch higher since plummeting in 2009, and the firms with the top scores have clients who are very happy with their financial advisers and investment performance, a new survey has found.

  1. Articles

    Savant Capital takes advice online

    Advisory firm now offering online version of investment advice available at offices.

  2. Articles

    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.

  3. Articles

    Making their way in a man's world

    Demand for female financial advisers is strong, but the job's attraction undeniably is weak.

  4. Articles

    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 to Cerulli Associates Inc.

  5. Articles

    Bloomberg's new venture: Online advice

    An 800-pound gorilla is wading into the market for online investment management and financial advice.

  6. Articles

    Dynasty gets some Northern exposure

    Deal with Richardson gives advisers access to investment tools on either side of the border.

  7. Articles

    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.

  8. Articles

    Don't ignore family when courting high-net-worth clients

    Plenty of growth potential exists in working with the children of high-net-worth clients, allows adviser to see entire asset picture.

  9. Articles

    The Takeaway: How did the rich get that way?

    PortfolioYes of course there's a new 3D Printing index, how else will people be able to get blown up in the inevitable ETF?  ( Index Universe )An investing rule I believe could help you a great deal.  ( The Reformed Broker )How Jim Chanos is using long positions in Apple and Samsung to offset

  10. Articles

    To attract high-net-worth clients, offer more than financial planning

    In the never-ending search for high-net-worth clients and more assets, wealth managers might want to keep it in the family.Advisers catering to the wealthiest clients aim to provide comprehensive advice to those investors and wield influence by being aware of what's going on with clients' assets —

  11. Articles

    Adviser at the Boston Marathon relives 911 emotions

    Adviser cheering his brother on at the Boston Marathon relives 911 emotions.

  12. Articles

    Madison Dearborn to buy NFP for $1.3 billion

    Private-equity firm Madison Dearborn Partners LLC has agreed to buy National Financial Partners Corp. (NFP) for $1.3 billion, the companies said today.The deal, which includes debt that can be converted into stock, works out to $25.35 a share, which is below the 2003 initial-public-offering price

  13. Articles

    The Takeaway: It's Jack Bogle's world

    PortfolioETFs aren't going to solve investors' bad behavior problems. ( Bucks )Goldbugs search for secret conspiracies to explain their massively upside-down positions in the so-called Safety Trade. Keep searching. ( Business Insider )The BizFull-blown penny stock pump-and-dump alleged by Finra

  @IN Wire

May 19 09:08PM
Job opportunity: Senior Editor, Wall Street & Technology at UBM Tech - Greater New York City Area #jobs http://t.co/ySFetaifFR
May 18 11:36PM
These SMAs are OK http://t.co/vP8xBRu7kz

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