wealth-management

Another implication is that banks face ever greater liquidity worries stemming from mismatches between their liabilities—short-term wealth-management products promising depositors high returns—and their assets, longer-term loans at lower, still-regulated interest rates that may be nonperforming in any event.

The Day the Capital Fled Joseph Sternberg 2012

Morgan Stanley analyst Nigel Dally called the wealth-management results "weaker than expected," but said the commercial and consumer units exceeded his estimates.

Hartford's Profit Slides as Lincoln National Swings to Loss Erik Holm 2012

According to analysts and banking executives, it has been a common practice among Chinese banks to move parts of their loan portfolios off their books by repackaging those loans into so-called wealth-management products that often promise rates of return higher than buyers can get from savings deposits.

China Puts Light on Shadow Loans Lingling Wei 2011

Beijing has tacitly allowed banks to compete for capital by offering so-called wealth-management products—complex bundles of securitized loans—to customers as a form of quasi-deposit at higher rates of return.

China's Self-Reforming Banks? 2011

Penney LLC, a wealth-management firm in Scottsdale, Ariz.

Rich More at Ease, Still on Guard Thomas Coyle 2011

But earlier this year, Mr. Gulliver, who became CEO in January, said the bank would halt marketing efforts and focus instead on making existing customers more profitable by selling them wealth-management and other products.

HSBC Plans Course Correction Sara Schaefer Muñoz 2011

Meanwhile, Morgan's wealth-management division saw its pretax profit margin fall back to 10% from 12% the prior quarter, receding further from a 20% target set by Chief Executive James Gorman .

Morgan Stanley Struggles to Get Into Gear David Reilly 2011

"It's unbelievably frustrating," says Brian Amidei , managing director and partner at private wealth-management firm HighTower Advisors in Palm Desert, Calif.

Stock Prices and Euro: Too Close for Comfort Jonathan Cheng 2011

The global wealth-management arm's revenue climbed 11% while earnings jumped 25%.

Morgan Stanley Profit Falls 45%; MUFG Boosts Stake Brett Philbin 2011

One recent study of accounts at 10 U.S. and Canadian firms by Toronto-based wealth-management research firm PriceMetrix Inc. broke advisers into four different groups based on the fees they charged clients with $250,000 to $500,000 to invest.

Investors Get Better Tools To Price Financial Advisers Ian Salisbury 2011