A whole lot of money should change hands in the next few years, as inheritances get passed down to the next generation, according to the Institute For Preparing Heirs. The industry buzz word for this...
The gentleman was in his mid-70s. A successful businessman, now retired, he had always played the odds, so naturally he thought he would die before his wife. He was wrong. His wife died first, and the businessman went...
After launching with a big splash in December, Dynasty Financial Partners is now trying to make good on its initial promise to emerge as the preferred service provider for independent wealth managers catering to...
John Vita's twin interests in the financial services business and in helping those less fortunate than himself began at an early age. Vita's father Robert was a Merrill Lynch broker for 40 years, and Vita recalls that...
Plowing the driveways of elderly neighbors after a snowstorm; volunteering at a homeless shelter; serving people food; mentoring a recovering drug addict; coaching a youth basketball league; hosting a men's support...
Wealth managers don’t have to be experts when it comes to philanthropy, but they do need to be empathetic and knowledgeable about charitable giving, according to industry leaders who will be addressing the...
Genworth Financial has named Martin Klein its new senior vice president and chief financial officer. He was previously a managing director at Barclays Capital, where he headed the Insurance Solutions Group and Pension...
A new study on the growing economic power and financial needs of the Indian-American market, “No Longer Newcomers,” underscores the growing reliance on segmentation as a cornerstone of new business...
