Sterling Capital Management Partners With Adhesion Wealth Advisor Solutions to ... - MarketWatch (press release)

Sterling Capital Management Partners With Adhesion Wealth Advisor Solutions to ... MarketWatch (press release) CHARLOTTE, NC, May 22, 2012 (MARKETWIRE via COMTEX) -- Adhesion Wealth Advisor Solutions ("Adhesion"), a leading investment services platform for registered investment advisors, announces today that Sterling Capital Management ("Sterling"), ... and more »

Wells Fargo plans asset-management expansion abroad - San Francisco Chronicle

The Republic

Wells Fargo plans asset-management expansion abroad San Francisco Chronicle Wells Fargo will double its $444 billion asset-management unit within seven years by expanding in international markets as wounded European rivals retrench, according to division chief Mike Niedermeyer. The firm will add foreign stock and bond ... Wells Fargo highlights risk managementReuters Wells Fargo has cash to spare for cherry pickingFinancial News all 87 news articles »

UBS Will Merge Wealth Management, Investment Offices, HZ Says - Bloomberg

Investment Europe

UBS Will Merge Wealth Management, Investment Offices, HZ Says Bloomberg UBS AG (UBSN) will combine the back offices of its wealth management and investment banking divisions on July 1, Handelszeitung reported, citing an internal memo to staff and Andreas Kern, a spokesman for the bank. Ulrich Hoffmann, currently head of ... UBS combines wealth management and investment banking to achieve cost efficiencyInvestment Europe UBS Poised To Merge Wealth Management, Investment Banking Back-OfficesWealth Briefing (subscription) all 4 news articles »

BMO profit rises 27 percent on US acquisition, wealth - Reuters

CBC.ca

BMO profit rises 27 percent on US acquisition, wealth Reuters TO) quarterly profit rose a stronger-than-expected 27 percent, helped by the 2011 acquisition of US lender Marshall & Ilsley and rising wealth management earnings, Canada's No. 4 bank said on Wednesday. BMO, the first Canadian bank to report results ... Bank of Montreal's US acquisition boosts profitMontreal Gazette BMO Financial posts 27% jump in Q2 profit, beats analyst estimatesProactive Investors USA & Canada BANK OF MONTREAL : 2Q Net Up 27%, Ahead Of Expectations4-traders Winnipeg Free Press -Ottawa Citizen all 44 news articles »

How Wealth Managers Can Stay Relevant in a World of Social Media - CFA Institute Enterprising Investor (blog)

CFA Institute Enterprising Investor (blog)

How Wealth Managers Can Stay Relevant in a World of Social Media CFA Institute Enterprising Investor (blog) If the answer is “no,” consider this dire prediction: “Wealth managers who have not made initial steps in developing a social media strategy run the risk of losing their relevance in a world where even the most thoroughly vetted and sophisticated ... and more »