Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Industry observers said that the delayed launch of the planning tool on BofA's mobile app will likely lead more retail consumers to its investing platform, Merrill Edge.
EP Wealth CEO Patrick Goshtigian says the acquisition of Salt Lake City-based RIA Insight Group is another step toward his goal of becoming a "top 10" wealth management brand.
Clare Bronfman spent millions of the family fortune bankrolling Nxivm's operations and becomes a prime example of the need for discretionary trusts in high-net-worth planning.
