Updated Monday, July 6, 2015 as of 4:25 PM ET
Bank of the West Taps Top Exec for Planned UHNW Unit
Steve Prostano, the former CEO of Silver Bridge Advisors, joined the bank's wealth management group to develop services for the ultra-wealthy.
More in High-Net-Worth
The firm's wealth advisory services group hired a senior regional wealth advisor to work with high-net-worth clients in the New York area. more »
SunTrust Bank's ultrahigh-net-worth affiliate hires managing director to expand its business in the western United States. more »
Don't despair, industry leaders say. Even wealthy and digitally minded millennials will still want personalized advice. more »
The wealth of rich clients is growing — and so are their expectations. New data highlights the most important trends among HNW clients today. more »
With roughly half of American marriages ending in divorce, advisors are likely to find themselves helping clients navigate the process. Financial advisor and divorce expert Michelle Fox warns advisors not to make clients promises they may not be able to keep. more »
Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services. more »
The deal will give Stifel about 180 financial advisors managing $56 billion in total client assets. more »
The firm's recruiting win mirrors similar pickups of billion-dollar teams by rivals Merrill Lynch and Raymond James. more »
Don't lose sight of what attracted them to you in the first place. more »
You wouldn't advise clients to use outdated technology--be just as diligent on their paperwork. more »
The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue. more »
Only one-third of wealthy clients say their advisors are talking with them about planning for longevity risk, according to a new U.S. Trust study. more »
Fewer than 14,000 American households received 5.6% of adjusted gross income in 2012, according to data released by the IRS that underscore the increasing concentration of income. more »
Billion-Dollar Roundup: Where Are the Biggest Teams Moving?
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