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Raymond Fazzi

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SunGard Names EVP Of Advisory And Investment Services

Scott Parry has been named executive vice president and general manager of advisory and investment services for SunGard’s wealth and retirement administration business.

Grove Appointed To Hedge Fund Association Board

by PW Staff

Hannah Shaw Grove, a prominent wealth consultant, has been named to the high-net-worth advisory board of the Hedge Fund Association.

Mirae Fills Two Executive Sales Positions

by PW Staff

John Capeci was named head of national accounts and John Whitaker was put in charge of wholesaling efforts in Ohio and Michigan.

U.S. Bank Wealth Appoints Portfolio Manager

by PW Staff

Steven Hobbs will serve as senior portfolio manager for The Private Client Reserve.

Ritholtz Names Three Major Market Threats; Offers Advisors Advice

by FA Report

Barry Ritholtz, one of the few strategists who foresaw the 2008 housing implosion, offers hard-hitting advice on the markets and the economy.

Cambridge Offers Singapore-Based Portfolio Management

by PW Staff

The discretionary portfolio management service was approved by regulators in April.

Mayo Clinic Targets Ultra-Wealthy

by

The Mayo Clinic, one of the nation’s most prominent hospitals, is starting to flex its muscle in the field of medical concierge services for the wealthy.

True Capital Hires Business Director

by PW Staff

Lisa Barringer has been named the firm's director of business management.

CFP Board Hires Lobbyist, Market Director

by FA Staff

The CFP Board of Standards has appointed new directors of government relations and marketing.

ZT Wealth Launches Unit For HNW Clients

by PW Staff

ZT Wealth, a Houston-based advisory firm with about $250 million in assets under management, has launched a new unit aimed at serving clients with $5 million or more in wealth.

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