Silicon Valley Boom Lures International Wealth Manager
'This is a boom time for these markets,' says Adrian Flambard, deVere's area manager in San Francisco.
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Barclays hired Akshaya Bhargava as chief executive officer of its wealth and investment management business to replace Peter Horrell, who stepped down. more »
Thanks to a continued economic recovery, strong equity market performance, rising real estate values and record domestic oil production, wealth growth rates in the U.S. strongly outpaced global averages. more »
Morgan Stanley hired a team with $4.5 billion in AUM – the second multi-billion-dollar team plucked from Merrill Lynch this month. more »
One year later, Forbes' growth plans have been stymied by a difficult market for acquiring firms. more »
Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas. more »
Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions. more »
Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients. more »
Commonwealth's smaller size, private ownership and ability to provide scale for its nearly 1,500 advisors proved a better fit for the California hybrid firm. more »
A former Merrill Lynch advisor has joined Abbot Downing, a unit of Wells Fargo that serves ultra-wealthy clients. more »
The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality. more »
'There is a limited supply of top quality RIAs having the right stuff,' says M&A advisor David Selig. 'Suitors are clearly prepared to pay nine times cash flow or more for these gems.' more »
Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next. more »
The executive appears to fill a position vacated by a former JP Morgan private banker who left after three months on the job. more »
Top 10 Dividend-Paying Stocks of 2014
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