NEW YORK, July 15 /PRNewswire/ -- Assets under management have already recovered from the lows in 2008 and early 2009, and on average firms have more AUM today than they have had in their history -- one of several key findings from WealthManagerWeb.com's 10th Annual Top Wealth Managers Survey, sponsored by Pershing Advisor Solutions.
BBVA Compass Appoints John Jett Wealth Management Regional Executive for Central Texas
AUSTIN, Texas, July 14 /PRNewswire/ -- BBVA Compass announced that John Jett has been appointed Wealth Management Regional Executive for Central Texas. Based in Austin, Jett will serve the private banking, investment and trust needs of clientele in Austin, as well as San Antonio.
James Notzon Appointed to Lead Wealth Management for BBVA Compass in South Texas
BIRMINGHAM, Ala., July 12 /PRNewswire-FirstCall/ -- BBVA Compass recently announced staffing changes to its Laredo-based Wealth Management Group, including the addition of James Notzon as Senior Wealth Advisor.
Delve Deep Into China's Private Wealth Market: The 3rd Annual Wealth Management & Private Banking Asia 2010
SHANGHAI, July 2 /PRNewswire-Asia/ -- The grand opening of The 3rd Annual
Wealth Management & Private Banking Asia 2010 will be presented in Shanghai on
18th and 19th November 2010. This high level event is organized by Global
Leaders Institute and Shanghai Finance Association, endorsed by The Hong Kong
Investment Funds Association (HKIFA) and The International Academy of
Financial Management, and supported by The International Society of Financial
Professionals (ISOFP).
Paragon Wealth Management Claims Active Wealth Management is Effective
Paragon Wealth Management created a video on their website to discuss why they believe active wealth management is more effective than the traditional buy and hold investment strategy.
RBC closes acquisition of J.P. Morgan Securities' Third Party Registered Investment Advisor Servicing Business
RBC Advisor Services Expands Sophisticated Wealth Management and Brokerage Platform
NEW YORK and MINNEAPOLIS, June 15 /PRNewswire/ - Royal Bank of Canada ("RBC") (RY on TSX and NYSE) and New York-based J.P.
