Fidelity’s institutional business has started rolling out a new wealth management platform that the company says will make it easier for financial advisors, family offices, and broker-dealers to use managed accounts. The platform, which Fidelity announced last year, will offer access to managed accounts from multiple third-party providers and is integrated with its eMoney Advisor financial planning software.
Guru reveals portfolio for the 3rd quarter
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a wealth management team led by John C. McNamee and Daniel J. White has joined First Republic Investment Management in Century City.