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High Net Worth

  • Investors Gossip Online About Advisors

    September 1, 2010

    High-net-worth investors are integrating social media into their lives more than ever before, according to a new survey from the Institute for Private Investors (IPI).

  • Millionaire Population Spikes

    September 1, 2010

    The number of high-net-worth individuals in the top ten U.S. metropolitan areas jumped 17.5% in 2009, the highest growth rate in the last four years, according to the Capgemini 2010 U.S. Metro Wealth Index.

  • Wealthy Investor Confidence Tumbles

    August 25, 2010

    The Spectrem Affluent Investor Confidence Index declined four points and the Spectrem Millionaire Investor Confidence Index declined 11 points, which marked the largest drop since June 2009.

  • U.S Trust Makes Eight Wealth Appointments

    August 23, 2010

    As part of an ongoing spate of new hires over the past few months, Bank of America's U.S. Trust unit added eight wealth management executives to its team on Friday.

  • Young Millionaires Skeptical of Need for Advisors

    August 17, 2010

    Most prefer self-directed investing rather than "expensive" advisors, according to Spectrem Group.

  • RBC Promotes Fields to Branch Director

    August 6, 2010

    RBC Wealth Management promoted Brian Fields to branch director and vice president of its Lemoyne Penn., office.

  • Where the Millionaires Are

    August 3, 2010

    The number of high net worth individuals in the top ten U.S. metropolitan areas jumped 17.5% in 2009, the highest growth rate in the last four years, according to the Capgemini 2010 U.S. Metro Wealth Index.

  • Wealthy Have a Long-Term View on Investing

    August 2, 2010

    Volatile equity markets are giving many investors a reason to sit on the sidelines. But members of Tiger 21, the peer-to-peer learning group for wealthy investors, like their stock plays and are sticking to them.

  • UBS Expands Lending Efforts For the Rich

    August 2, 2010

    UBS Wealth Management Americas hired two executives from Goldman Sachs and Merrill Lynch who will oversee mortgages and other loan options for affluent clients.

  • Looking to the Rich for a Social Security Fix

    August 2, 2010

    A survey indicates that most favor a heavier tax on the wealthy.

  • Fortigent Forges Ahead

    July 30, 2010

    New client relationships and the retention of existing clients helped Fortigent, LLC report its best six month period ever on Thursday.

  • In Shaky Economic Times, Affluent Investors Turn to Advisors

    July 28, 2010

    Despite efforts by most financial services companies to get investors to use more online tools for financial planning, most affluent individuals still prefer to work one-on-one with a trusted advisor.

  • UBS Wealth Unit Continues Difficult Climb

    July 27, 2010

    Despite outflows from its U.S. wealth management unit, UBS AG reported stronger second quarter results Tuesday as outflows from its private bank continued to slow.

  • Morgan Stanley Smith Barney Promotes Two Executives

    July 20, 2010

    Both will report to Andy Saperstein, MSSB's head of wealth management in the United States.

  • UBS Promotes Roth to Run New Wealth Unit

    July 16, 2010

    UBS Wealth Management Americas announced in an internal memo it was launching a new Wealth Planning and Investment Strategies group to be led by Tony Roth.