fbpx
Home Tags Wealth management

Tag: wealth management

Key Private Bank names Michael Rieger as new market leader for...

Key Private Bank has named Michael Rieger as its new senior vice president and market leader for the Hudson Valley and metro New York...

Altium Wealth Management launches investment management platform

Altium Wealth Management, a financial  advisory company based in Purchase that focuses on serving high-net-worth clients, launches Altelligence, its proprietary investment management platform. The platform...

Shelton’s Barnum Financial Group to provide financial education for MetLife employees,...

“We’re very fortunate to be in this position right now,” says Barnum CEO Paul Blanco. “The hardest part of our business is finding the right people to join our staff.”

People’s United Advisors, citing recent turmoil, urges wealth management updates

"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.

Keith Wirtz named CIO at Union Savings Bank

Wirtz was previously a principal and senior portfolio manager for Walrus Partners LLC, a boutique money management firm based in Minneapolis.

Marsh & McLennan Agency snags asset management firm Centurion Group

This is the company's second acquisition this week, following the purchase of the Lovitt & Touché insurance agency.

Suite Talk: Charlie Shipman, managing principal at Blue Keel Financial Planning

"We are not investing in bitcoin, 3-D printing, AI and the fringe social media stuff," Shipman said.

Does socially responsible investing still matter?

While tying investments to personal values isn't as prominent as during the 1980s and 1990s, it has not disappeared.

Greenwich executive tops Forbes list of top 200 U.S. wealth managers

All told, six Fairfield County wealth advisors made the magazine's list.

Wealth management’s double-digit surge

Myth busted regarding prominence of ‘old money.’

Investors gain in confidence

Tristate area investors are more bullish on the U.S. economy’s growth prospects for the rest of 2013 than the average investor surveyed by Morgan Stanley Wealth Management.

Wealth management pays dividends for Morgan Stanley

The firm’s wealth management unit accounted for 41 percent of Morgan Stanley’s revenues in the first quarter, up from 34 percent when CEO James P. Gorman took the helm three years ago.

Weekly List 021813

Wealth Management Firms in Westchester County, Fairfield County, and the Hudson Valley

Wealth management 101

Jeff Cohen and Randy Siller discuss wealth management techniques and how they help manage clients money.