Updated Thursday, March 5, 2015 as of 1:48 PM ET
$500M Northern Trust Advisor Joins RIA
Veris Wealth Partners, an RIA specializing in sustainable investing, recruited the advisor, who was managing $500 million as a portfolio manager.
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Ellsworth Private Wealth Management hooks up with Stratos Wealth Partners, citing the use of LPL's RIA and broker-dealer platform. more »
Over two years, the number of $1 million-plus accounts jumps to more than 72,379 as a result of sustained saving efforts. more »
The $4 trillion budget President Barack Obama sent Congress would raise taxes on the nation’s top earners and increase spending for domestic programs including an expansion of Social Security benefits for same-sex couples. more »
For high-net-worth clients whose estates top the federal exemption, smart planning matters as much as ever. Here are a few strategies advisors may find rewarding. more »
City National's sale to RBC bestows new wealth on two men who have served as Hollywood's private bankers since Steven Spielberg filmed "Jaws." more »
The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds. more »
'Financial advisors' insights are critical in helping the family offices evaluate and execute their next steps,' says Julia Cloud, national managing partner, private wealth, for Deloitte. more »
The richest people on Earth got richer in 2014, adding $92 billion to their collective fortune in the face of falling energy prices and geopolitical turmoil incited by Russian President Vladimir Putin. more »
Review clients’ policies annually, paying particular attention to changes in both rates and charges. Here's a list of items to watch. more »
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting. more »
An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn." more »
Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office. more »
Facing the threat of competition from Google and Amazon.com, UBS has turned to a company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients. more »
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