Updated Saturday, May 25, 2013 as of 12:00 AM ET
The Boston-based consulting firm predicted that the largest employee broker-dealers and wirehouses would remain dominant, but that a channel of smaller, niche firms would emerge as a strong competitor and lure in top talent in the coming years.
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Credit Suisse Group AG said it’s increasing the proportion of assets under management from super- rich clients, helping to boost profit margins at Switzerland’s second-largest wealth business. more »
J.P. Morgan Securities announced Wednesday it has added eight advisors to its offices in Boston, New York City, and Florham Park, N.J. more »
Piper Jaffray announced Wednesday that it will acquire Seattle-Northwest Securities, pending shareholder approval at Seattle-Northwest. The deal is expect to close in the second half of 2013. more »
Martim de Arantes Oliveira will be responsible for driving the growth of Ascent’s new office, which will open this summer. more »
Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly. more »
As baby boomers’ demands change, the industry needs to take a more holistic approach, according to the president of the Ameriprise Personal Advisors Group. more »
Mitch Cox, head of wealth management in the Americas at Barclays, has left his position to pursue other interests, a spokesperson for the firm confirmed. more »
The boutique wealth management firm extended its reach on the West coast with a new Seattle office. more »
In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market. more »
Stifel CEO Ron Kruszewski explains why Knight Capital's survival was important following last week's costly software malfunction. more »
BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds. more »
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