Wealth management

Insitutional broker-dealer M.S. Howell has opened an RIA division, as all eyes focus on the ability of smaller firms to survive.

From May 11 to May 14, advisors affiliated with SagePoint Financial gathered for the 2010 National Education Conference in Orlando, FL. During the conference, advisors heard the latest news from SagePoint executives and listened to industry experts share their views on topics from Social Security to real estate during the many educational sessions offered. The conference also provided an excellent opportunity to learn from, and network with, other advisors.Below are photo highlights from the event.

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

What does an advisor need to do to get a sales assistant and who pays for that person? Experts at our Retirement Roundtable explore these and other questions in the final installment of a six part podcast.

A Heisman Trophy winner and former vice chairman of Citigroup Private Bank, has been named to Wilmington’s advisory board.

More than 25 investment managers have already signed on to the platform.

As many single family offices remain concerned about their long-term sustainability, money is pouring into multi-family offices, according to the Family Wealth Alliance.

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

Hampered by loan losses, Wilmington Trust Corp. reported a loss in the first quarter, but the company remained positive about its wealth management and corporate client services businesses.

Sarah Libbey, president of the Fidelity Gift Fund, discusses Roth Conversions and the comeback of giving.

Fidelity helped 50 brokers breakaway in the first quarter. The challenge is helping them remain independent.

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

Acquisitions by independent firms gets back on track after stumbling slightly in 2009.

Brown Brothers Harriman & Co. hopes that by maintaining its localized approach to wealth management it can continue to organically grow its trust business by cross-selling services to its roster of wealthy clients.

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.

Brown Brothers Harriman & Co. announced Wednesday it promoted Brett D. Sovine to president and chief executive officer of its trust company.

Chances are that some kind of estate tax will be enacted retroactively for this year, but just in case it isn’t, there’s something advisors may be overlooking.

Victory Capital Management, the asset management arm of KeyCorp's KeyBank, says it is positioned to quickly expand the assets it manages in collective investment trusts.