Turnkey Asset Management
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Morgan Stanley Adds Exec, Tech
By Janet LevauxMorgan Stanley Smith Barney, which has 18,087 financial advisors, tapped managing director James F. Walker to head its consulting services, which provides investment consulting and...
September 15, 2010
Editor's Blog: Read the Consumer Message BoardsThose ads about "guarding your reputation on the Internet" may sound as if they're a bunch of hype - but maybe people in the insurance industry should take that advice seriously.
September 02, 2010
BNY Mellon Completes Acquisition of I(3) Advisors, a Toronto Wealth ManagerBNY Mellon has completed its purchase of the Toronto wealth management boutique I3 Advisors, the firm said in a statement on Tuesday, September 1.
September 02, 2010
BNY Mellon Completes Acquisition of I3 Advisors, a Toronto Wealth ManagerCanada's high-net-worth market is attracting big overseas wealth managers.
September 01, 2010
Morgan Stanley Still Dominates in FA Count; Merrill and UBS Lead in Fees, Assets per RepThe number of Morgan Stanley financial advisors -- including those involved in the joint venture with Smith Barney -- fell by about 50 to 18,087...
August 31, 2010
Wirehouse Assets: Still Leading, but Losing Market ShareThe four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research report just issued by the Money Management Institute and Dover Financial Research.
August 31, 2010
Wirehouse Assets: Still on Top, But Losing Market ShareThe four largest broker-dealers have about 60%, or $1.1 trillion, of the industry's managed assets, down from 64% last year, according to a recent study.
August 30, 2010
EDHEC-Risk Researchers Win Top Prize at Quantitative Investment Research (Inquire) EuropeReport is called "Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints."