wealth management services

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  Alexandra and Jim Lebenthal Sign On With Dynasty Open-Architecture Platform

  By Joyce Hanson, AdvisorOne  |  January 19, 2012

  The storied Wall Street name of Lebenthal has signed on with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.

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  Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth

  By James J. Green, AdvisorOne  |  October 10, 2011

  Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.

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  Focus Financial Takes Stake in $1.3B RIA Firm Colony Group

  By James J. Green, AdvisorOne  |  September 20, 2011

  Boston-based RIA investment marks fourth transaction this year for rollup firm, raises total AUM to $45B.

• Ladenburg Thalmann Acquires Wealth Manager Premier Trust

  By Michael S. Fischer  |  September 3, 2010

  Ladenburg Thalmann Financial Services Inc. has completed its acquisition of Premier Trust Inc., the Ladenburg Thalmann said in a statement on Thursday, September 2.

• Not Cutting Back: J.P. Morgan Private Wealth Management CEO Joe Kenney

  By Jane Wollman Rusoff  |  July 1, 2009

  No doubt Joe Kenney, intent since boyhood on creating a career in financial services, aimed at one day becoming a CEO. Chances are, however, he...

• An Advisor's Advisor

  By Staff Writer  |  February 1, 2008

  Ask not what your clients can do for you -- ask what you can do for your clients. That variation on a John F. Kennedy theme...

• The Expat Client

  By Vanessa Drucker  |  December 1, 2007

  Senior U.S. executives and professionals are emigrating in waves. Foreign assignments are now regarded as plum positions, often critical to career advancement, and London has...

• Upgrades

  By Staff Writer  |  August 1, 2007

  The Bank of New York and Mellon Financial have completed their merger, creating The Bank of New York Mellon Corporation. The new firm will have...

• Stepping Into The Great Wide Open

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  October 1, 2006

  The concept of open architecture at banks that have a private wealth management capability is not new. For a number of years now, private banks...

• Double Whammy

  By Staff Writer  |  October 1, 2002

  It's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...