Ruthie Ackerman

Vanguard's top executive said at the Morningstar Conference that it’s not just liquidity, but trust, and perhaps an overhaul of the regulatory system through the creation of a systemic risk council, to restore investing.

Despite the fact the world's gross domestic product shrank last year, high-net-worth individuals managed to almost make up for 2008 losses, according to the Merrill Lynch Global Wealth Management and Capgemini 14th annual World Wealth Report.

Maliz Beams, who was ranked one of the top 25 non-bank women in finance in 2008 by U.S. Banker, will be replaced by Edward Van Dolsen, who was named chief operating officer.

Citi Private Bank's private banking arm announced it hired Thomas Petrone as a managing director and head of capital markets for North America. Petrone, who will be based in New York City, will work on capital markets solutions for ultra high net worth clients.

On Friday, the New York-based company announced plans to acquire I(3)Wealth Advisors of Toronto, its first wealth management acquisition in Canada.

While coping with the flash crash and regulatory reform, the SEC's "new sheriff in town" paused for an interview Monday evening with CNBC's Maria Bartiromo.

The unit of Bank of America hired three executives from City National Bank to expand in California.

Chief executives are feeling optimistic about the U.S. economy over the next 12 months for the first time since the second quarter of 2007, with CEOs of private companies with international operations being slightly more optimistic than those that are only domestic.

As U.S. Trust continues pursuing its mission to expand its leadership position in wealth management and enhance its business with ultra-high-net worth clients, the firm announced on Tuesday that it appointed five senior-level wealth management experts to key markets nationally.

While global wealth has recovered almost to what it was before the global economic crisis, the performance of wealth managers has not.

This year's stock market volatility has caught some investors off guard, causing them to pull money out of international mutual funds.

At a media luncheon in New York City Tuesday, the employee-controlled money manager, brought together a panel of their executive and portfolio managers to discuss equities, fixed income and economic concerns.

As president and founding principal of her own financial advisory firm, Tower Bridge Advisors, Maris Ogg's approach may seem conservative when compared to her roots on the trading desk, but she knows what matters most is helping her clients sleep at night.

The findings are a sign that advisers can be an important part of including children in the conversation around college savings and building a sound financial plan.

UBS Wealth Management Americas hired four advisors from Merrill with combined assets of $352 million. The new team will join the firm’s Jacksonville, Fla., office.

The uncertainty and confusion around the fiduciary standard has jolted the financial services industry leading hundreds to pack the rooms at FINRA’s annual conference in Baltimore.

The Women Advisors Forum was buzzing with conversation about how there aren’t often a lot of women in the room at high levels. Breaking the glass ceiling made many women realize it can be lonely at the top.

Jim Fletcher, a portfolio manager with more than 25 years of experience, has joined First Republic Private Wealth Management in Newport Beach.

Retail investors are expecting a roller coaster ride in the stock market over the next few months making it critical to re-evaluate investment strategies and determine goals going forward.

Three in 10 workers entering the work force will become disabled before retiring, according to the Social Security Administration, impacting their ability to earn an income in the near-term and significantly affecting their retirement income.