The head of the U.S. wealth management division was its highest paid executive this year, but the Swiss bank is placing its future bets on emerging markets.
A widely regarded executive at one of the largest registered investment advisors in the country has jumped ship to start her own practice with another, much larger RIA. Lori Van Dusen, formerly executive director at Convergent Wealth Advisors in...
Matrix Wealth Partners, in registering as an investment adviser last month, disclosed that it’s partly owned by former Lehman Brothers head Richard Fuld.
The Republican-controlled Congress may require that a quarter of gifts to the wealthiest colleges be used for middle-class financial aid or they won't be tax deductible.