Securities class action settlements set a record in 2016, Ron Paul was named Goldco's chief ambassador, and Mike Piazza (no, not that Mike Piazza) leaves Merrill Lynch for Raymond James.
That wealth management is a business predicated on scale is an oft-forgotten fundamental truth.
A client’s attitude toward money is often rooted in early life experiences, and heavily influences how they approach risk, investments and wealth planning.
All business-owning families already have governance in place on multiple levels, but it’s often overlooked.
Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.
S&P updates market cap guidelines, bumping Raymond James into the S&P 500, American household wealth hits record high and David High becomes BNY Mellon's senior wealth director in Philadelphia.
A recent Wall Street Journal article highlights this new trend
Interested individuals should begin 2017 planning immediately
Open communication amongst family members is crucial
