Updated Monday, March 2, 2015 as of 12:07 AM ET


John Stanton Verble is suing Morgan after he says he was fired for helping federal authorities investigate one of the firm's clients.  More »
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.  read more »
Family offices will face increasing challenges, according to Deloitte's 2015 Private Wealth Outlook, but financial advisors can help, says Julia Cloud, the firm's national managing partner for private wealth.
'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.  read more »
Wealth-management profits fell 2.1% to C$230 million, after recording C$27 million in restructuring costs for its U.S. and international operations, while insurance earnings rose 18% to C$185 million.  read more »
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