New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust
Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.
Family Offices Expand Financial Protection to Include Physical Protection
After managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?
Family Office Leaders Call for Fiduciary Standard
Leaders of several of the largest family office advisors and family office associations are urging Congress to "Fight for All Investors and Put the Fiduciary Standard in Wall Street Reform."
Standing Out: Women Are Leading Wealth Management
In wealth management and securities regulation, women are standing out, even though as a percentage of professionals in the financial services industry, their ranks are still smaller than men's.
new study Family Wealth Alliance FWA reported in 2008, "We don't see a huge surge of new single-family offices opening up," says William Rankin, chief...