Charles is a specialist on financial advisory industry topics. He was an editor for Investment News and has also written for Financial Planning, Family Wealth Report, RIABiz, Barron’s, The New York Times and Reuters. Twitter: @paikert
Struggling New York banking giant Citigroup Inc. today named Deborah Doyle McWhinney managing director and head of the bank’s newly created Citi Personal Wealth Management unit, which will include roughly 600 financial advisers already in place in retail bank branches throughout the country.
A prominent St. Louis wealth manager is suing a leading local law firm over a pre-nuptial agreement involving Jackson Pollock and Jasper Johns paintings, according to a report in the St. Louis Business Journal.
Catching a fish may not seem like a momentous event, even if it is your first marlin and the setting is a $3 million yacht on the Sea of Cortez.
Seven years ago, children living in the isolated Honduran mountain village of Guyamitas were forced to eat grass and leaves to survive.
Armed with an accounting pedigree and a coveted client roster, Geller Family Office Services LLC is placing a big bet that it can transform itself into one of the industry's premier players.
James McDonald, president and chief executive of Rockefeller & Co. Inc., one of the country's largest multifamily offices, died on Sunday. He was 56.
With Swiss banking giant Credit Suisse Group AG on the lookout for private banks and possibly other wealth management firms in the United States, the short list for potential acquisition targets is led by big names such as U.S. Trust Corp. and First Republic Bank, both owned by Bank of America Corp.
Industry veteran Deborah McWhinney has been given the reins to lead Citigroup Inc.'s efforts to expand its wealth management service and premium personal banking services.
Doing financial planning work for cancer patients is “not for the faint of heart,” said James Thompson, a certified financial planner with The Village Bank in Auburndale, Mass.
She has been president of Bank of America Corp.'s global wealth and investment management unit for less than three months, but as usual, Sallie Krawcheck is already making news.
