For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
New Hire Roundup: Wilmington Trust Adds Managers, NJ Office
Meanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
New Hire Roundup: Curian Capital Names Czaicki CIO
Also, the SEC brought in Stephanie Avakian as deputy director of enforcement.
New Hire Roundup: Lincoln Financial Advisors Appoints Joseph Gaeckle
This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, and Jeff Conway was named to lead a data analytics group at State Street.
New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
Advisors & Social Media: Don't Act Like Ashton Kutcher, Expert Says
As Morgan Stanley and the other wirehouses enact social-media policies, the firms and their advisors need to remain conservative