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Recent Stories From This Author
May 16, 2013
Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.
May 15, 2013
“If corporate America does not achieve parity in boardrooms as other countries are actively implementing, we will fall further behind,” Eve Ellis warned at the Women Advisors Forum.
May 14, 2013
The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not.
May 1, 2013
Webster Bank's push to expand its wealth management business is making a difference in the bank's financial performance.
May 1, 2013
Julie Castle, COO of the wealth management unit of Zions Bancorp., says her firm is primed for a growth spurt. "We could be 10 times the size we are today with 5 to 7 years," she says of the firm's projected AUM.
May 1, 2013
Britt Woods from Fifth Third Bank tops our list this year. He and other winners discuss the importance of providing their bank partners with referrals.
April 1, 2013
The Minneapolis bank stakes its claim in the ultra high-net-worth space with facilities that are part private club, university, wealth management shop and boutique hotel.
April 1, 2013
Low-income individuals who use financial advisors reduced the risk of running out of money by up to 12.6 percent, depending on family status and gender.
April 1, 2013
The expansion supports a shift in business strategy to help commercial and mid-market clients, Suzanne Copeland, the chief marketing officer of Provident Bank, said in an interview.
April 1, 2013
Now that the infrastructure is in place, Umpqua Private Bank is ready to scale the business, says Kelly Johnson, the executive vice president of the wealth management division.
April 1, 2013
Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
March 1, 2013
A new LIMRA report found that younger generations of American consumers are not giving retirement the attention it deserves.
March 1, 2013
The Cape May, N.J.-based community bank has a investment services program that would make most rivals envious. And it has a rapidly expanding assets under management to prove it.
March 1, 2013
Fewer investors across all age groups are using traditional advisors as their primary provider of financial guidance, according to research group Cerulli Associates.
March 1, 2013
Since 2008, U.S. Bank has recruited talent from rival firms to lead various regional units of its business. The investment seems to be paying off, as revenues have inched up over the last year.
March 1, 2013
In their scramble to shield their wealth from higher taxes, America's richest individuals are considering relocating to tax-friendlier states and, in some cases, countries.
January 1, 2013
A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.
