McKinsey & Co.

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  Matthews Asia Joins Frontier Rush

  By John Sullivan, AdvisorOne  |  May 20, 2013

  “We’re seeing certain markets that are at the same point China was 20 years ago,” a Matthews portfolio manager said.

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  New Hire Roundup: Gail Cohen to Chair New York Bankers Association

  By Marlene Y. Satter, AdvisorOne  |  February 13, 2013

  This week in new hires, Porter Schutt and Bill Dugdale joined Brown Advisory, and Brian Major went to AlixPartners.

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  SEC’s Top Cop, Khuzami, to Leave

  By Melanie Waddell, AdvisorOne  |  January 9, 2013

  The SEC’s top cop, Robert Khuzami, plans to leave the agency later this month after four years as its enforcement director, the SEC announced Wednesday.

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  Sales Capacity Is Leading Growth Challenge for Advisors

  By Danielle Andrus, AdvisorOne  |  November 15, 2012

  One of the main challenges facing advisors is sales capacity, a report by LIMRA and McKinsey & Co. found.

• Joint Venture Drops Smith Barney

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  Morgan Stanley says that its U.S. wealth management business is now branded Morgan Stanley Wealth Management (MSWM).

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  Morgan Stanley Drops Smith Barney From Name

  By Janet Levaux, AdvisorOne  |  September 25, 2012

  “The name change was not unexpected,” said a recruiter. “Finally, we have the culmination of what was not a joint venture, but a takeover.”

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  Have the World’s Wealthy Stashed $21 Trillion in Tax Havens?

  By Gil Weinreich, AdvisorOne  |  July 27, 2012

  An organization opposed to tax avoidance estimates the world’s wealthiest individuals have stashed at least $21 trillion in offshore tax havens, an amount greater than the combined GDP of the U.S. and Japan.

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  New Hire Roundup: Morningstar Adds to Fund Research Team

  By Marlene Y. Satter, AdvisorOne  |  June 20, 2012

  This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.

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  5 Misconceptions About Consumers and IRA Rollovers

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.

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  McKinsey’s Prescription for Private Banks: Look to Fast-Growing ‘Core Millionaires’

  By Michael S. Fischer  |  March 15, 2012

  American households with investable assets of $1 million to $10 million are the fastest-growing, largest and most profitable segment of the wealth market, says McKinsey & Co. in a new report.