Wealth Management's Role in J.P. Morgan's $30B Wealth Gap Initiative

Nov 02, 2020

The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with historically Black colleges and universities (HBCUs).

Eaton Vance Completes Acquisition of WaterOak Advisors

Nov 02, 2020

Based in Winter Park, Fla., WaterOak, now named Eaton Vance WaterOak Advisors, manages $2.3 billion in client assets.

President Trump's Agenda for the Wealth Management Industry: Four Years Later

Nov 02, 2020

In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.

Celebrity Estates: Ric Ocasek Disinherits Paulina Porizkova

Nov 02, 2020

What legal remedies and protections exist for disinherited spouses like Ocasek's wife, supermodel Paulina Porizkova?

Buckingham Strategic Wealth Adds $782M AUM Confluence Wealth Management

Oct 30, 2020

Confluence Wealth Management, led by Kathleen Kee, gives Buckingham Strategic Wealth another foothold in the Pacific Northwest.

DOL Finalizes Rule on ESG Investing in Retirement Plans

Oct 30, 2020

The rule, which would limit how fiduciaries use ESG screens in retirement plan investment recommendations, provoked intense criticism during its public comment period.

Steward Concepts Leaves LPL Financial for Ameriprise

Oct 30, 2020

Steward Concepts, with $149 million in client assets, joins Ameriprise Financial in Rock Hill, S.C.