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Christina Mucciolo

Christina’s Recent activity

Wal-Mart offers online brokerage services
Jun 11, 2007
To an almost comic degree, Wal-Mart has an insatiable appetite for expanding the reach of the products and services it offers, and now, behold, the behemoth has ventured on to your turf: financial advice. Meet Wal...
Wachovia Accelerates Hiring in Private Bank
Jun 08, 2007
Under plans to expand its private banking presence, Wachovia Securities said on Thursday it would hire about 300 private bankers over the next three years, more than doubling its number of private banking relationship...
It’s Not About the Money
Jun 06, 2007
When so-called relationship managers (read sophisticated financial planners) leave a firm, so do some of their biggest clients. So it’s obviously in the interest of the private banking and wealth management...
Advisors Falling Short on Retirement Income Planning
May 09, 2007
Sure, most financial advisors and wealth managers have heard of retirement income planning by now. And they know they’ve got to provide it if they want to hold onto, or win more, baby boomer clients. But that...
More Millionaires Investing on Their Own, Study Says
May 06, 2007
There are a lot of millionaires in the United States. More than ever, in fact, according to recent research published by London-based market research firm TNS. But are they turning to financial advisors for help? Well...