Regions Bank Nabs BNY Mellon Exec to Lead Corporate Trust Biz
Julz Burgess will provide strategic direction and focus on business development, client service and retention.
More in High-Net-Worth
Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering. more »
The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business…and we have capital," says Matthew Bronfman, chairman. more »
Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services. more »
A former Wells Fargo FiNet affiliate has signed on with Raymond James' independent broker-dealer. more »
Scaling back the investment bank in favor of managing money for rich clients would mirror the approach of UBS, the bank's larger Swiss rival. more »
An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings. more »
Advisors failed to win FINRA arbitration case for compensatory damages in excess of $5 million for a number of grievances. more »
Steve Prostano, the former CEO of Silver Bridge Advisors, joined the bank's wealth management group to develop services for the ultra-wealthy. more »
Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users. more »
The firm's wealth advisory services group hired a senior regional wealth advisor to work with high-net-worth clients in the New York area. more »
SunTrust Bank's ultrahigh-net-worth affiliate hires managing director to expand its business in the western United States. more »
Don't despair, industry leaders say. Even wealthy and digitally minded millennials will still want personalized advice. more »
With roughly half of American marriages ending in divorce, advisors are likely to find themselves helping clients navigate the process. Financial advisor and divorce expert Michelle Fox warns advisors not to make clients promises they may not be able to keep. more »
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September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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