DM Trust Company, an affiliated business of law firm Duane Morris LLP, is pleased to announce that it has named David Glickman, formerly the managing director of Fidelity Investments in Wilmington, Del., its new president.

The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section.

While the economic news has been bad, you wouldn’t know it by looking at recent fine art auction sales.

Socially responsible investing (SRI), however one defines it, has been getting serious traction from investors in recent years. But do you, or your clients, really know where those SRI dollars are going? It’s a question worth asking.

Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer

FineMark National Bank Trust plans to open a Bonita Springs office in January 2009, announced Joseph R. Catti, president and CEO. Construction has already begun on the new office, which is located at 10010 Coconut Road in the Brooks Town Center...

When California’s Supreme Court legalized same-sex marriages last month, besides making history, it may have opened doors for some financial advisors in search of a niche. That’s because the tens of thousands of same-sex couples...

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