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After watching the value of her portfolio drop between 25 to 30 percent, one advisor's client recently asked him why she had to pay him fees when the value of her assets was going down.
U.S. households worth $1 million or more have seen their assets decline 30% during the current financial crisis, according to a new report released today by Spectrem Group (www.spectrem.com).
SRI in the Rockies, the premier annual gathering of the sustainable and responsible investment (SRI) industry in North America, has made the entire portfolio of presentations from its 19th annual conference available to the general public—...
GenSpring Family Offices, a wealth management firm exclusively for ultra high net worth families, announced today that it has signed a definitive purchase agreement to acquire Cymric Family Office Services.
Some independent b/ds have already benefitted from the damage done to the reputations of wirehouses in the credit crunch by gaining assets and advisors.
