.

Lazard reports decline in Q4 earnings

Bermuda-based Lazard, a financial advisory and asset management firm, has reported that its net income on a fully exchanged basis was $61.2 million, or $0.50 per diluted share, for the fourth quarter of 2008, compared to $122.6 million, or $1.04 per diluted share, for the fourth quarter of 2007.
6 Feb 2009  
DISTRIBUTION NEWS & ANALYSIS
SUPPLIERS TO THIS SECTOR
No Suppliers in this research centre.
WHITE PAPERS
No White Papers Available

Cadence Financial reports Q4 net loss
Cadence Financial has reported a net loss of $2.7 million, or $0.23 per diluted share, for the fourth quarter of 2008, as compared to net income of $3.46 million, or $0.29 per diluted share, for the fourth quarter of 2007.

30 Jan 2009

FSA fines Legacy Financial Planning
The UK Financial Services Authority has fined Legacy Financial Planning GBP28,000 for failing to adequately advise investors about the risks associated with certain transactions.

27 Jan 2009

FSA bans Liverpool mortgage adviser
The UK's Financial Services Authority has banned John Cook from giving financial advice and stopped his Liverpool-based firm, Stone Financial Management, from conducting any further business.

27 Jan 2009

Tamalpais Bancorp Q4 earnings down
Tamalpais Bancorp has reported a net income of $850,000, or $0.22 diluted earnings per share, for the fourth quarter of 2008, compared to a net income of $1.14 million, or $0.30 diluted earnings per share, in the same quarter of 2007.

26 Jan 2009

NBDB improves rates for investors holding assets of $100,000 or more
National Bank Direct Brokerage, or NBDB, a subsidiary of Canada-based National Bank Financial Group, has announced that it is improving its rates for investors holding assets of $100,000 or more at the company.

20 Jan 2009

Charles Schwab Q4 income from continuing operations up
The Charles Schwab Corporation, a provider of financial services, has reported that its income from continuing operations was $308 million for the fourth quarter of 2008, up 1% from the fourth quarter of 2007.

19 Jan 2009

RBC establishes financial advisory office in Brazil
Royal Bank of Canada has opened its new investment advisory business in Sao Paulo, Brazil.

13 Jan 2009

Surrey Bancorp completes $2 million capital offering under US Treasury's CPP
Surrey Bancorp has raised $2 million in capital as a result of its participation in the US Treasury's capital purchase program.

13 Jan 2009

RBC Royal Bank appoints new president for direct investing
RBC Royal Bank has named Jason Storsley to the position of president and CEO of RBC Direct Investing, effective February 1, 2009.

8 Jan 2009

Fidelity National Financial opens new FNF 1031 Exchange Company offices
Fidelity National Financial has announced the expansion of FNF 1031 Exchange Company with the opening of new offices in Chicago, New York and Boston, US.

8 Jan 2009

Univest acquires Trollinger Consulting Group
Univest Corporation of Pennsylvania has acquired Trollinger Consulting Group, an independent actuarial, administrative, consulting/compliance, and investment counseling firm that serves Municipal Pension Plan clients.

2 Jan 2009

West Bancorporation receives $36 million from US Treasury
West Bancorporation, the parent company of West Bank and WB Capital Management, has received $36 million through the US Department of the Treasury's capital purchase program.

2 Jan 2009

Julius Baer opens investment advisory office in Jakarta
Switzerland-based wealth manager Julius Baer has opened an investment advisory office, Julius Baer Advisors Indonesia, in Jakarta.

5 Nov 2008

Swiss Life completes purchase of AWD stake from Carsten Maschmeyer
Swiss Life has completed the purchase of the 10.46% participation in AWD Holding, giving it 96.71% of the company's shares.

3 Nov 2008

Evercore Partners hires new executive for advisory business
Evercore Partners, an investment banking boutique and investment firm, has named Les Fabuss as a senior managing director of its advisory business.

3 Nov 2008

West Bancorporation reports net loss in Q3
West Bancorporation, the parent company of West Bank and WB Capital Management, has reported a net loss of $360,000, or $0.02 loss per share, for the third quarter of 2008, as compared to a net income of $4.95 million, or $0.28 per share, for the third quarter of 2007.

3 Nov 2008

Lazard announces key executive appointment
Lazard, a financial advisory and asset management firm, has appointed Alexis Rosnay as a new vice chairman of Lazard International and as a senior member of the firm's global financial advisory team, effective November 12, 2008.

29 Oct 2008

Skipton Financial Services partners with Hinckley and Rugby Building Society
Skipton Financial Services, the wholly owned financial advice subsidiary of Skipton Building Society, has announced a new service with Hinckley and Rugby Building Society.

21 Oct 2008

IPSA International launches asset integrity unit
IPSA International, a risk advisory firm, has announced the launch of its asset integrity unit in response to the growing global financial crisis.

13 Oct 2008

DISTRIBUTION RESEARCH STORE
UK Mortgage Intermediary Distribution 2008
27 Jan 2009
UK Mortgage Intermediary Distribution 2008
27 Jan 2009
UK Mortgage Intermediary Distribution 2008
27 Jan 2009
UK Mortgage Intermediary Distribution 2008
27 Jan 2009
Financial Advisors' Views of the Financial Crisis
20 Jan 2009

NEWSLETTER SUBSCRIPTIONS

Sign up to our weekly newsletters for the latest industry news & comment.
 Business Digest
 Distribution News
 Financial Services Digest
 Retail Banking News
 Savings & Investments News

Email Address