Abbot Downing Lands Consultant for Client Education
Wells Fargo's elite Abbot Downing unit is adding a senior consultant to the team overseeing client education programs for ultrawealthy clients.
More in High-Net-Worth
Commonwealth's smaller size, private ownership and ability to provide scale for its nearly 1,500 advisors proved a better fit for the California hybrid firm. more »
A former Merrill Lynch advisor has joined Abbot Downing, a unit of Wells Fargo that serves ultra-wealthy clients. more »
The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality. more »
'There is a limited supply of top quality RIAs having the right stuff,' says M&A advisor David Selig. 'Suitors are clearly prepared to pay nine times cash flow or more for these gems.' more »
Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next. more »
The executive appears to fill a position vacated by a former JP Morgan private banker who left after three months on the job. more »
Midwest assistant regional director Matt Ransom has been promoted to vice president of new financial advisor training and development for its HNW education and practice management team. more »
Assets under management at UBS rose to $1.97 trillion, cementing its No. 1 spot in the ranking by Scorpio Partnership, a London-based consultancy. more »
The deal creates a new powerhouse wealth management firm, consolidating approximately $9 billion in assets from both Banyan and Boston Private Bank & Trust. more »
Richard Gill's departure from Focus follows the exit last month of Michael Paley, who co-led the firm's mergers and acquisitions team. more »
Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering. more »
David Campanella will lead a team of wealth management professionals serving high-net-worth clients in Cleveland and Columbus. more »
Goldman Sachs has started a European lending business for its wealth-management clients and is seeking a $5 billion loan book within three years. more »
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here