A survey released by Merrill Lynch earlier this week showed increasing concern about retirement among affluent Americans with $250,000 or more in investible assets. But clients with $1 million or more in investible assets are also worried, and are...
Acquiring IPI, which has about 1,100 members who have combined assets of approximately $50 billion, strengthens Campden’s footprint in the U.S. and adds a “ready-made membership” who can exchange information with the company&...