Ruthie Ackerman

U.S. Trust plans on hiring over 200 people in 2010 in order to expand its wealth management team.

Chrin's path to Wall Street led her to start her own registered investment advisory firm, where she works with a select group of families in all key areas of wealth management, including investing, estate and tax planning, and family dynamics.

The Hartford Financial Services Group has seen a surge in sales of retirement plans to charitable and religious organizations prompting the insurance and wealth management company to add three faith-based investment fund families to help boost growth.

Women have turned the financial crisis into an opportunity to reduce debt and increase savings, a shift that includes placing more importance on social values.

Kim Wright-Violich is the woman behind the money at Schwab Charitable.

The turmoil in the economy over the last few years has sent financial advisors scurrying for greener pastures and Baird has benefited as quality talent has flocked to the firm.

Dune Thorne, managing director at Silver Bridge Advisors, decided to undertake independent studies on women and investing, as well as angel investing.

Sales of the product surged last year as many investors began to worry about outliving their savings.

Only four in 10 women say they develop a budget and save accordingly and less than 40% say they want help from a financial advisor to develop a lifetime or retirement income plan. Most are unsure of where to get help or the costs involved.

The majority of dollars that wealthy investors formerly allocated to workplace-based retirement accounts like 401(k)s and 403(b)s are now being poured into individual retirement accounts, according to Cogent Research LLC.

The pace of mergers and acquisitions in the asset management industry is expected to pick up for the rest of this year both nationally and globally after tumbling in the first quarter.

Ladenburg is making to deal to expand its trust services for its advisors.

The announced deal is part of Stifel’s continuing effort to expand its investment banking and capital markets businesses.

According to a report by Aite Group, though financial advisors expect 2010 to be a great year, wirehouses'concerns about breakaway brokers, although waning, remain.

The financial services industry may want to take a cue from Domino’s Pizza before declaring “mission accomplished” on the economic crisis.

More women are buying income annuities to ensure they have sufficient retirement income.

LIMRA’s 2010 Retirement Industry Conference in Washington D.C., this week was filled with doom and gloom, despite the recent surge of the Dow Jones Industrial Average.

The banking company has decided to shutter nine wealth management branches that were hit particularly hard by the lack of foot traffic.

The gap between advisors and clients when it comes to what each thinks are the risks in retirement is vast.

Although the idea of restricting grantor retained annuity trusts, or GRATs, had been tossed around previously, estate planners didn’t think it would become a reality.