Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Company: Bank of America Position: Trust Officer II Location: Phoenix, Arizona Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Title: Portfolio Manager Company: Bank of America Location: Del Mar, CA. Responsibilities: Advisor to and manage of larger, more complex portfolios of high net worth clients. Retain and grow the business through referrals. Act as subject expert in...
Company: Bank of America Position: Estate Planner Location: Dallas, Texas Position Description: Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients. Provides objective...
Company: Bank of America Position: Trust Officer II Location: Oklahoma City, Oklahoma Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Job Title: Portfolio Manager Location: Fayetteville, Arkansas Date: 03/14/03 Job Status: Full Time Description: Listed below Responsibilities: Consultative advisor to and manager of HNW client portfolios. Provide investment expertise and advice to...
Position: Wealth Strategist Role/Responsibilities: As a Wealth Strategist in the International Private Bank, Los Angeles, you will be an integral member of a client relationship team. The team will work with our clients to develop comprehensive...
Merrill Lynch, continuing to attract talent to its upper tier of brokers serving clients with more than $10 million in investable assets, bagged a big gun in the last week. Michael Russ, a large producer who oversees several billion in assetsâÂ&...
Beginning with Internal Revenue Service Notice 2001-10, followed by Notice 2002-8, Proposed Regulations and Notice 2002-59, the split-dollar life-insurance world changed for good. In particular, as a result of Notice 2002-8, issued on Jan. 3, 2002...
With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation skipping taxes...
In a little-publicized move, the NASD has formed a Public Information Review Initiative, which would radically expand investors’ access to information about brokers.
