Merrill Snags HighTower Partner
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.
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An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn." more »
Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office. more »
Facing the threat of competition from Google and Amazon.com, UBS has turned to a company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients. more »
Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni. more »
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention. more »
The 6,800-plus-square-foot office in Silicon Valley will allow the firm to serve its growing client base in the area, while also being near one of the country's top technology centers. more »
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »
Suffolk Bancorp in Riverhead, N.Y., has sold its wealth management business to a unit of Provident Financial Services in Jersey City, N.J. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Deutsche Bank AG’s Asia-Pacific wealth-management business aims to increase revenue by 20% in 2015 by targeting the region’s richest people. more »
Corporate executives are smart, but they need help when it comes to planning. Here are a few sophisticated techniques that can help them. more »
The average amount given to charity from wealthy households rose 28% last year, according to the 2014 U.S. Trust Study of High Net Worth Philanthropy released Tuesday. more »
A majority of American millionaires are donating to charity, though few plan how they give, UBS finds. more »
35 Great Schools for Financial Planning
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