Lee Walthall

President

TRENDING

Retirement

1 in 4 couples disagree over retirement spending priorities

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

By Nathan Place

16m ago
Practice and client management

What to say to fearful clients as the presidential election nears

Political bias can create negative chain reactions in portfolios. Here's how to keep investors focused on long-term goals.

By Eben Burr

9h ago
Earnings

Citizens reports fast progress in building its private bank

The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.

By Allissa Kline

April 17