Margarida Correia

Family Wealth Services includes investment, banking, wealth transfer and legacy planning capabilities as well as wealth management strategies that incorporate generational differences, family diversity, and overall family goals and values.

Gen X and Gen Y investors account for one-third of all Americans with more than $100,000 in investable assets, up from 20% in 2010.

While the overwhelming majority of advisors are bullish about 2013, they say their clients aren’t so positive.

Raymond James will be instrumental in helping the program transition to fee-based business from transaction-based business.

For the week ended Dec. 5, investors pulled an estimated $5.84 billion from U.S. funds, bringing total outflows for the year to more than $136 billion.

Al Falco will work with individual clients in the Hartford area and institutional asset managers for middle-market corporations and non-profits.

Nearly half (48%) expect to retire with debt, primarily mortgage payments followed by credit cards, car payments and student loans.

Through a new online tool that ages a consumer’s photo, investors can catch a glimpse of what they’ll look like many years down the road.

Americans 55 and older are far more likely to favor peace of mind over a high-reward/high-risk investment strategy.

For the week ended Nov. 28, investors pulled an estimated $481 million from U.S. equity funds, a fraction of the $7.5 billion withdrawn a week earlier and the smallest weekly outflow since mid-July.

In the first half of 2012, bank and thrift holding companies generated $59.4 billion in wealth management income, down 6.6% from the year before.

The credit union cited CUSO’s technology platform and tools that allow members to manage their investment and insurance needs.

Mark A. Ritter will lead the growth and development of Susquehanna Trust and Investment Company.

For the week ended Nov. 20, investors yanked an estimated $7.51 billion from U.S. stock funds, bringing total outflows to more than $131 billion for the year.

More than seven in 10 advisors believe a deal will be reached that includes both higher marginal tax rates for wealthy Americans as well as curbs on deductions.

Bond investors holding significant amounts of U.S. treasuries and other high-quality credit should consider diversifying to less interest-rate-sensitive securities.

Nicholas Pollard and Gwendolyn Boykin, formerly of Northern Trust, joined the Private Client Reserve’s office in Palm Beach. And Jack Randall, a 40-year veteran of the wealth management industry, joined the team in Naples.

For every household with more than $250,000 in assets in an advisor’s book, predicted future annual revenue is expected to increase by $1,650.

For the week ended November 14, investors pulled an estimated $6.6 billion from mutual funds that invest long-term in U.S. equities, bringing total outflows for the year to more than $123 billion.

Carmela Elco, an executive of National Penn Bancshares’ retirement advisory business, will join the council next month to help with initiatives in research, public relations, general public education, regulatory positions, and practice management.