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Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.
June 21
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Advisors can’t underestimate the emotional toll an exit can impose.
June 19
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19
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Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.
June 18
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A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.
June 17
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Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.
June 13
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"The more objective you can make things, the better it will be," an expert says.
June 10
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The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.
June 3
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