(Reuters) - Two members of UBS AG's Wealth Management Americas' executive committee have stepped down, while Robert McCann, the Swiss bank's most senior executive in the United States, is among six officials whose titles have changed...
They have a plan.
The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...
Methodology: REP.’s Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list...
Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services' mid-year review.
Like in 2013, last year’s M&A market wrapped up the year with 54 deals completed, totaling $47.4 bil...
