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
Sallie Krawcheck has been president of Bank of America Corp.'s global wealth and investment management unit for less than three months, but, as usual, she is already making news
Despite the slowdown in mergers and acquisitions activity this year, the roll-up firm United Capital Financial Partners LLC is continuing to pursue an ambitious, though potentially perilous, expansion strategy.
Glenmede, the Philadelphia-based wealth management firm with $17 billion in assets under management, is jumping into the crowded and ultra-competitive market for high-net-worth clients in New York City.
Financial advisers who have made outstanding charitable contributions to their communities were honored by more than 450 executives from 60 financial organizations at the third annual Community Leadership Awards last night at the Hilton New York.
Two New England-based executives from Bank of America Corp. have joined Citizens Financial Group Inc. to lead key units of the Providence, R.I., bank's expanding wealth managing business.
Governance procedures have become increasingly important for family-owned businesses and wealth managers who are looking for ways to mitigate risk, according to Jared Kaplan, an attorney for McDermott Will & Emory LLP of Chicago.
The Virginia College Savings Plan, the nation's largest Section 529 plan with over $23 billion in assets, will offer a fixed-income investment option nationally on BB&T Corp.'s online platform, beginning later this year.
Doris Meister, a former managing director at Bernstein Global Wealth Management, has taken on a new role as New York regional president for BNY Mellon Wealth Management.
James McDonald, president and chief executive of Rockefeller & Co. Inc., one of the country's largest multifamily of-fices, died on Sept. 13.
Assets managed by the 50 largest registered-investment-advisory firms grew by a barely perceptible 0.4% during the second quarter, according to research conducted by RIA Database for InvestmentNews.
