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The new hires join the firm in Jackson, Tenn., and Mount Kisco, N.Y.
Merrill Lynch Wealth Management has tapped Ashvin Chhabra to serve as chief investment officer and head of Investment Management and Guidance.
When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.
From athletes who abuse illegal substances in order to win to business executives who lie on financial statements to boost profitability, examples of cheating are all around.
Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
As global growth slows, emerging markets economies are catching up. And the result is a global paradigm shift of historical proportions.
A run-down of the stories in this issue, identifying the top branch managers in the wealth management industry, and learning what it takes to get to the top.
A three-year plan helped the renowned private bank merge with a rival and find its way out of the financial crisis. Now, it's prepared to leverage its resources across Bank of America.
The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients' emotional outlook on the markets.
Financial advisors underestimate their clients’ interests in philanthropy, and consequently miss out on opportunities to tap into those passions and expand those relationships.
The investment opportunity in the United States is really "a tale of two countries," banking analyst Meredith Whitney said at the IMCA annual conference in Seattle.
UBS executive Robert Mulholland has a message for professionals in the financial services industry: We are the adults in the room.
Merrill Lynch’s ultra high net worth business, the Private Banking and Investment Group, has snapped up two Morgan Stanley Private Wealth Management advisors in Houston, Texas.
A proposed rule requiring advisors to disclose their transition packages when switching firms could change the tone of the conversations in the war for top industry talent.
“We got drunk with the performance of the bull market,” Thiel told the audience of wealth management professionals at the SIFMA Private Client conference on Thursday. “But the world changed and our dialogue, our approach, didn’t. It needs to. We need to talk about what our clients goals, concerns and priorities are and map absolute performance to that objective.”
The majority of Wells Fargo’s hires hail from Morgan Stanley, while one advisor joins from Edward Jones.
Millionaires saw the most gains to their investments this year and are more willing to invest in real estate than other investors, according to a new survey from Morgan Stanley Wealth Management.
Long-term care is a top worry among high net worth and affluent investors of all ages, which opens new opportunities for conversations financial advisors can have with clients, according to the latest Investor Watch Report from UBS Wealth Management Americas.
Morgan Stanley Wealth Management hauled in nine new advisor hires on Friday with more than $765 million in assets and $9.2 million in fees and commissions.
UBS Financial Services has picked up three financial advisors from Morgan Stanley in Arizona and Indiana who managed $467 million in client assets.