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M&T generated $546 million in wealth management income in 2012, nearly three times the $187 million it produced prior to the acquisition of the trust company powerhouse.
May 2 -
Independent broker-dealers (IBDs) and RIAs have the edge over wirehouses when it comes to adding mutual fund assets under management, according to Access Data and Strategic Insight.
May 2 -
Robert Sharpe joined Heartland Advisors in the role of co-portfolio manager of the International Value Fund (HINVX), which invests in smaller equity dividend-payers in developed and emerging markets.
May 2 -
The Securities and Exchange Commission has charged the trustees, chief compliance officer and fund administrator of a pair of mutual fund trusts with causing untrue or misleading disclosures about the factors they considered when approving or renewing investment advisory contracts on behalf of shareholders.
May 2 -
LPL Financial added Ingham Retirement Group to its broker-dealer and RIA custodial platforms.
May 2 -
The number of deals for RIA firms jumped in the first quarter, according to new research from Schwab Advisor Services. But transaction value was lower than at any point in the last year.
May 2 -
The Louisville, Ky., firm picked up two advisors with a total of $200 million in assets.
May 2 -
With all the anticipation of a large transfer of intergenerational wealth, a lot can be at stake for advisors presiding over high net worth clients at these meetings.
May 2
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There may be global institutions with no leaders. Or U.S-led institutions that are not global. But no global institutions with U.S. running the show any longer, said Ian Bremmer of the Eurasia Group.
May 2 -
With all the anticipation of a large transfer of intergenerational wealth, a lot can be at stake for advisors presiding over high net worth clients at these meetings.
May 2
