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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.
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.
Savant Capital takes advice online
Advisory firm now offering online version of investment advice available at offices.
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.
Making their way in a man's world
Demand for female financial advisers is strong, but the job's attraction undeniably is weak.
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.
Bloomberg's new venture: Online advice
An 800-pound gorilla is wading into the market for online investment management and financial advice.
Dynasty gets some Northern exposure
Deal with Richardson gives advisers access to investment tools on either side of the border.
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.
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.
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
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 —
Adviser at the Boston Marathon relives 911 emotions
Adviser cheering his brother on at the Boston Marathon relives 911 emotions.
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
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
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews