In the heyday of national brokerage firms, there were no less than a dozen major players, all of which have consolidated into the four legacy wirehouses we know today: Bank of America Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS...
Out of the 2,325 billionaires spread throughout the world today, the U.S. remains the country with the largest number of these ultra-high-net-worth individuals, according to the 2014 Billionaire Census published by Wealth X and UBS...
Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The financial advisor duo will affiliate with the San Diego-based hybrid RIA as a stand-alone practice based in Salt Lake City, Utah.
Craig Mart...
The number of billionaires grew by 7 percent over the past year, but the number of billionaires crossing the $10 billion threshold remains a rarified event.
According to the 2014 Billionaire Census published by Wealth X and UBS, there are 2,32...
Calpers offers benefits to roughly 1.6 million current and retired police officers, fire fighters and other public employees
With many people planning on supplementing their retirement savings by working longer or obtaining part-time jobs, financial advisors may need to take on the role of health and fitness coach to help achieve that outcome. A new study by Merrill Ly...
Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers.
The multi-billion dollar settlements for Bank of America and JP Morgan have dominated the news cycle. However, I was shocked to read a recent article in the Economist about the staggering amount of fines levied against large companies doing...
