Monthly Archives: June 2013

Bank Of America Still World’s Biggest Wealth Manager

According to a report out today ranking the world’s 20 biggest wealth managers. BofA took the top spot with $1.944 trillion in assets in private banking followed by Morgan Stanley with $1.628 trillion and UBS AG with $1.559 trillion. The increase in AUM for the private banking industry was helped primarily by market gains which […]

Top wealth managers

The Giants, Fastest Growing And Emerging Talent. Fee-only and hybrid financial advisors are growing bigger and faster at the expense of their wirehouse counterparts.