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The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16
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The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.
January 16
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CEO Ted Pick said nearly half of net new assets Morgan Stanley brought in last year landed in fee-generating accounts — and that's right where he wants them.
January 16
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Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.
January 16
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Almost half of women say they will outlive their retirement savings, compared to 38% of men.
January 16
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The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.
January 15
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The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.
January 15
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Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."
January 15
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The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.
January 15
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Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.
January 15
