by
Kathy Lynch
Citi Private Bank has opened a new office in Greenville, Del., while Fisher Investments has expanded to Australia.
by
Kathy Lynch
Northern Trust, Citi Private Bank and Barclays are among the firms that have hired new executive staff recently.
by
Kathy Lynch
Commonfund, Tiedemann Wealth Management and Citi Private Bank are among the firms that have made executive appointments.
by
Kathy Lynch
New executives have been added at Citi Private Bank and Sage Consulting.
by
Kathy Lynch
Northern Trust and Fairhills Group are among the firms that have made executive appointments.
by
Kathy Lynch
Gold Bullion International named Sallie Krawcheck as a member of its advisory board.
by
Kathy Lynch
Raymond James, BNY Mellon and Aspiriant are among the firms that have made key executive appointments.
by
Kathy Lynch
Mercer has named new investment directors.
by
Kathy Lynch
HighTower and Geller & Company are among the firms with recent additions to executive staff.
by
Kathy Lynch
Philips Nizer and Deutsche Bank were among firms filling key positions this week.
by
Kathy Lynch
Beirne Wealth Consulting, Cantor Fitzgerald & Co. and Gresham Partners have made appointments to senior management positions.
by
Kathy Lynch
HighTower, 361 Capital and Citi Private Bank are among the firms that have added new personnel in recent weeks.
by
Kathy Lynch
Salient Partners and Genworth Financial Wealth Management are among the firms that have hired new staff in recent weeks.
Pensco Trust, a custodian for high-net-worth independent investors and
their advisors dealing in tax-advantaged alternative assets, is
acquiring the IRA business of Lincoln Trust, to create one...
The investment practices of the majority of millionaire households are
being impacted by the European sovereign debt crisis, says a new study
by the Spectrem Group.
Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and
ultra-high-net-worth clients, has been created by Angeles Investment
Advisors and Jonathan Foster.
Federal regulations placing more restrictions on the operation of
single-family offices is going to prompt more ultra-high-net-worth
families to consolidate or restrict their offices, said Joe...
HighTower has brought on a new partner from Morgan Stanley Smith Barney,
where he headed a team that managed about $2.5 billion.
Financial advisors who want to succeed with women clients need to treat
them as individuals, not as a group, according to a new study by the
Family Wealth Advisors Council.
Most high-net-worth individuals feel it is important for their advisors
to know all their goals and financial wishes, but only a small
percentage actually provide that information, according to a...
