Charles Paikert

Merrill Lynch rivals, particularly independent firms, still take swipes at the Thundering Herd's well-publicized difficulties of two years ago, but the fact is that the Bank of America unit is doing just fine these...

Wealth management firms can expect more competition from First Republic Bank following its imminent initial public offering. The firm, known primarily for its high-end lending business, plans to expand its wealth...

Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. The firm plans to raise $285.1 million, and will sell 11 million shares of common...

RIAs have been busy getting hitched in 2010. The number of mergers and acquisitions completed in the registered investment advisor business through the third quarter of this year is near full-year totals for 2009...

Getting rid of smaller accounts could mean more production for advisors, according to a new study from PriceMetrix, a Toronto-based solutions provider for retail wealth managers...

Four out of ten single-family offices expect to make “material changes” to the way they manage their business over the next 12 to 18 months, according to a new survey from the Institute for Private Investors.

The ultra-high-net-worth market is drawing greater interest from financial advisors, who flocked to the Investment Management Consultants Association (IMCA) annual Advanced Wealth Management Conference in San...