Commonwealth names a new president and COO, one survey finds financial advisor is the most in-demand job in finance and accounting, and Voya advisors can now offer securities-backed lines of credit.
HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.
The biggest worry among ultra-high-net-worth families is not how to maximize investment returns, but rather how to ensure their children don't grow up to feel entitled or otherwise adversely impacted by family wealth, IPI’s Charlotte Beyer told...
