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Recent Stories From This Author
June 13, 2013
Advisors might want to consider brushing up on their foreign language skills if they want to pursue the highly prized millionaire market.
June 1, 2013
Last year M&T generated $546 million in wealth management income, nearly three times the $187 million it produced prior to the acquisition of Wilmington Trust in 2011.
June 1, 2013
Amid intense competition for high-net-worth clients, U.S. Bank's Private Client Reserve unit is ramping up its marketing efforts to differentiate itself from its rivals.
June 1, 2013
"A lot of potential clients are already banking [with Umpqua]. For us, the first priority is to make sure we let them know that we're there," Seattle market leader Elise Fortin said in a telephone interview.
May 16, 2013
Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.
May 15, 2013
“If corporate America does not achieve parity in boardrooms as other countries are actively implementing, we will fall further behind,” Eve Ellis warned at the Women Advisors Forum.
May 14, 2013
The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not.
May 1, 2013
Webster Bank's push to expand its wealth management business is making a difference in the bank's financial performance.
May 1, 2013
Britt Woods from Fifth Third Bank tops our list this year. He and other winners discuss the importance of providing their bank partners with referrals.
May 1, 2013
Julie Castle, COO of the wealth management unit of Zions Bancorp., says her firm is primed for a growth spurt. "We could be 10 times the size we are today with 5 to 7 years," she says of the firm's projected AUM.
April 1, 2013
Low-income individuals who use financial advisors reduced the risk of running out of money by up to 12.6 percent, depending on family status and gender.
April 1, 2013
The Minneapolis bank stakes its claim in the ultra high-net-worth space with facilities that are part private club, university, wealth management shop and boutique hotel.
April 1, 2013
Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
April 1, 2013
The expansion supports a shift in business strategy to help commercial and mid-market clients, Suzanne Copeland, the chief marketing officer of Provident Bank, said in an interview.
April 1, 2013
Now that the infrastructure is in place, Umpqua Private Bank is ready to scale the business, says Kelly Johnson, the executive vice president of the wealth management division.
March 1, 2013
A new LIMRA report found that younger generations of American consumers are not giving retirement the attention it deserves.
March 1, 2013
The Cape May, N.J.-based community bank has a investment services program that would make most rivals envious. And it has a rapidly expanding assets under management to prove it.
