SunTrust Acquires California Wealth Firm
May 11, 2011 SunTrust Banks Inc. on Wednesday announced that it bought a San Francisco wealth manager that focuses on clients including...

BNY Mellon Names Harris President of Investment Management Arm
May 9, 2011 Bank of New York Mellon announced Monday that it named Mitchell Harris president of its investment management division.

Adviser Self-Promotion Wanting
May 6, 2011 Ninety percent of advisers concede they are not doing enough to market and publicize their practice, a survey found.

Integra to Sell Unit to Old National
April 13, 2011 Integra Bank Corp. of Evansville, Ind., said Tuesday that it has agreed to sell its wealth management arm to Old National...

Raymond James Closes Deal
April 4, 2011 Raymond James Financial has completed its acquisition of Howe Barnes Hoefer & Arnett Inc.

SEI's Adviser Ranks Increased in 2010
March 10, 2011 SEI Advisor Network added 406 new registered investment advisers last year as it increased assets under management to $31.1...

Batterton Joins New York Private
March 1, 2011 New York Private Bank & Trust Co. announced Tuesday it hired Kevin J. Batterton as a managing director of business development...

Citigroup Offers More Services
March 1, 2011 Citigroup announced Tuesday it has expanded its OpenWealth platform to include a complete package of trust accounting,...

LPL Adds More Advisers Amid Improving Market Conditions
February 9, 2011 Easing market conditions helped LPL Financial realize a surge in net new advisers in the fourth quarter, and the company is...

Northern Trust Hires Four for Northeast
February 8, 2011 To boost its business in the Northeast, Chicago's Northern Trust has hired three wealth advisers and a wealth strategist.