James A. Czerniak, CFP�, AIF�

Managing Director

TRENDING

Wealth management

Citi wealth CIO David Bailin to leave next month

The departure comes amid continued turn at the head of the bank's wealth management ranks.

By Todd Gillespie

9h ago
Politics and policy

Almost half of advisors worry about contested presidential election

Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.

By Nathan Place

9h ago
Industry News

Citizens Financial taps Paul Casey of Morgan Stanley to lead wealth, new private banking unit

Citizens Financial said long-time Morgan Stanley leader Paul Casey will spearhead its wealth, private banking units as part of a larger expansion in advisory services.

By Staff report

10h ago