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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.