Browsing Tag
wealth management
7 posts
Noah Holdings Appoints Zhe Yin as Chief Executive
Noah Holdings, a China-based wealth management service provider, has announced the appointment of Zhe Yin as their new…
29 December 2023
Chairman Emeritus Thomas A. James to Retire from Raymond James
Chairman Emeritus Thomas A. James, the visionary leader behind the transformation of Raymond James from a small regional…
6 December 2023
UBS Expands Team with $700 Million Client Portfolio
UBS, the Swiss bank, has announced the addition of a new financial advisor team that manages a total…
20 November 2023
Lawsuit: Edelman Financial Engines Vs Mariner Wealth Advisors
Edelman Financial Engines has filed a lawsuit against Mariner Wealth Advisors, accusing the company of using aggressive recruitment…
17 November 2023
Tom Naratil Joins Lightyear Capital as Operating Partner in Wealth Management
Tom Naratil, a former executive at UBS Group, has recently joined Lightyear Capital, a private-equity firm that specializes…
14 August 2023
Ameriprise Financial’s Strong Performance in Wealth Management
Ameriprise Financial, a renowned company, delivered impressive second-quarter results. While its asset management business faced challenges, its wealth…
29 July 2023
The Importance of Designating a Trusted Individual
It has been found that designating a trusted individual to handle financial matters is crucial for clients. Waiting…
8 July 2023