Global Wealth Management
Topics also related to Technology:
U.S. SEC mulls streamlining launch of exchange-traded funds
NEW YORK - The U.S. Securities and Exchange Commission will consider a proposal this year that would sweep away regulatory barriers to launching certain types of exchange-traded funds, a senior official said.
Banks turn to tech to cut cost of new regulation
GENEVA - Swiss private banks are hoping to gain a competitive edge by investing in the latest technology for risk management and compliance to keep down the cost of new regulations brought in since the financial crisis.
TD Ameritrade's Tomczyk sees dividend payouts, no acquisitions
NEW YORK - TD Ameritrade Holding sees little opportunity to buy other companies with its ample cash but will likely return some of it to shareholders in the form of dividends in the next few months, Chief Executive Fred Tomczyk said.
TD Ameritrade CEO says its clients more bullish
NEW YORK - In a view that contrasts with pessimism at full-service brokerage firms, TD Ameritrade Holding Corp's chief executive said small investors are returning to trading stocks and options.
Private banks step up efforts to court mega rich
GENEVA - The mega rich have become the hottest property in private banking and wealth managers are pulling out all the stops to court them, offering perks ranging from lunches with sports stars to track days at the Monaco Grand Prix circuit.
Bankers want twin-pronged attack on richest pickings
GENEVA - Private bankers are rallying behind the one-bank model of cross-selling investment banking services, insisting that it is essential to the pursuit of richer rewards from the wealthiest clients.
FINRA to warn investors on alternative securities
NEW YORK - Wall Street's industry-funded watchdog will soon publish the latest in a series of warnings to investors, this time about the risks of alternative securities, its chief said on Tuesday.
Rich Europeans urged to free up cash holdings
ZURICH - Europe's rich need to take more investment risk to prevent their wealth from being eroded, several private bankers said this week.
Morgan Stanley dealmaker Heaton on wealth team
NEW YORK - Morgan Stanley said on Tuesday that David Heaton, a long-time banker and specialist in asset management deals, was moved to its wealth management business, in a new role aimed at generating more leads for the firm's multitude of financial advisers.
Swiss stability anchors banks in choppy tax waters
GENEVA - The world's wealthy will continue to trust their fortunes to stable, neutral Switzerland even as a clampdown on tax evasion undermines the country's secrecy laws, Swiss bankers said.
Fleming opens Morgan Stanley's wallet
NEW YORK - Greg Fleming has taken his foot off the brake and put it on the gas pedal as he pushes to generate more profit from Morgan Stanley's army of brokers.
Speakers
| Summit | Date | Category |
|---|---|---|
| Aerospace and Defense | Sep 3 - 5 | Aerospace/Defense |
| Global Consumer and Retail | Sep 9 - 12 | Consumer Retail |
| Russia Investment | Sep 23 - 25 | Financial Services/Exchanges |
| Washington | Oct 21 - 24 | Country Summits |
| Middle East Investment | Oct 28 - 30 | Financial Services/Exchanges |
| Global Commodities | Nov 4 - 7 | Financial Services/Exchanges |
| Global Investment Outlook | Nov 18 - 21 | Financial Services/Exchanges |
Thomson Reuters is the world's largest international multimedia news agency, providing investing news, world news, business news, technology news, headline news, small business news, news alerts, personal finance, stock market, and mutual funds information available on Reuters.com, video, mobile, and interactive television platforms. Thomson Reuters journalists are subject to an Editorial Handbook which requires fair presentation and disclosure of relevant interests.
NYSE and AMEX quotes delayed by at least 20 minutes. Nasdaq delayed by at least 15 minutes. For a complete list of exchanges and delays, please click here.
