Updated Wednesday, September 17, 2014 as of 3:32 AM ET
Credit Suisse Looks to Canada in Search for Wealthy Clients
Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.
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Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas. more »
Morgan Stanley landed an advisor team managing $1.1 billion in assets. more »
The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners. more »
Deutsche Bank's asset and wealth management unit is in growth mode in the U.S., hiring a string of managers and advisors. more »
Deutsche Bank, Germany’s largest lender, is relying on its money-management businesses to bolster growth, said Michele Faissola, the unit’s head. more »
Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets. more »
Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program. more »
A former J.P Morgan advisor team that managed $1.5 billion in client assets has left the firm to join Wells Fargo Advisors. more »
The world’s biggest bond dealers, including JPMorgan Chase & Co. and Morgan Stanley, failed to properly report trades to the industry’s price-tracking system more than 11,000 times. JPMorgan’s penalty: About three minutes of its annual profit. more »
Asset growth is still the name of the game—here are the best in the bank channel. more »
Regulatory, recruiting and retirement issues dominated the agenda at the annual BISA conference. Here are some of the smartest things we heard from economists, executives and other industry leaders during the well-attended three-day event. more »
Here's a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility. more »
Here's a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility. more »
10 Signs Your Clients May Be Slipping
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