GenSpring Family Offices, the wealth management firm for ultra-high net worth families, announced today the addition of respected investment professional Phoebe Venable, CFA. Based in Nashville, Ms
Neuberger Berman Group LLC today announced the completion of an employee-led buyout of the 70-year-old company, creating one of the world’s largest private, independent money managers with approximately $158 billion
If you increasingly find yourself thinking about changing jobs, you’re not alone. According to research conducted by Registered Rep. Magazine and TD Ameritrade Institutional in March of 2009
So you’ve decided to switch firms. Obviously you’re hoping all your clients will share your enthusiasm and come on board, but one of the most costly mistakes you can make is to sit back and do nothing, assuming that loyal clients
Wealthy clients are not thinking about tax-driven wealth transfer strategies right now. Instead, if they want to talk to advisors at all, they want to talk about asset protection.
For financial advisors who work with local banks, it’s a great time to win new business. Community banks are holding their own in this difficult financial market, and reeling in new clients. Some 57 percent of them reported an increase in...
