Merrill Lynch, Bank of America’s wealth management arm, has created a new role, the national business development executive. It’s appointed a former market executive, Craig Young, to the post. Young will focus on leveling advisers’ performance across the US, aiming to ensure that “there’s not much distance between our best-performing and our worst-performing markets,” said […]

As New York State faces a $6.1 billion budget deficit, and New York City braces for big cuts, the state and city teachers unions seized on the results of a new poll showing support for a new tax on the ultra wealthy. Roughly 92% of 1,000 voters surveyed said they would somewhat or strongly support […]

View photos Today we’ll take a closer look at Manulife Financial Corporation (TSE:MFC) from a dividend investor’s perspective. Owning a strong business and reinvesting the dividends is widely seen as an attractive way of growing your wealth. Yet sometimes, investors buy a stock for its dividend and lose money because the share price falls by […]

[unable to retrieve full-text content]In addition to his role at Wells Fargo, he previously served as director of Citi Private Bank’s Florida region and associate director and senior portfolio manager for Evergreen Investments, the …

DENVER, Feb. 10, 2020 /PRNewswire-PRWeb/ — Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has been recognized as the best Private Wealth Manager over $5 billion for Client Service by the distinguished Private Asset Management (PAM) Awards. This prestigious award marks the third-year in a row that […]

If you’re already faltering on your financial New Year’s resolutions, here’s a way to get to the root of the problem and learn a little about yourself along the way. Whewww, the holidays are over — deep breath! The last of the wrapping paper went out with the trash last week, and the leftovers are […]

If you’re already faltering on your financial New Year’s resolutions, here’s a way to get to the root of the problem and learn a little about yourself along the way. Whewww, the holidays are over — deep breath! The last of the wrapping paper went out with the trash last week, and the leftovers are […]

MARTINSVILLE, NJ / ACCESSWIRE / February 10, 2020 / We are honored to announce that Ken Schapiro, Founder and President of Condor Capital, has been selected as one of the Forbes Best-In-State Wealth Advisors for 2020. He is currently #15 in the north New Jersey rankings. This marks the first year he has received this […]

Black History Month has become the time to reflect on all the progress black Americans have made, but the sobering reality is that when it comes to wealth–the paramount indicator of economic security–there has been virtually no progress in the last 50 years. advertisement advertisement Based on data from the Federal Reserve’s Survey of Consumer […]

Illustration by Robert DiIeso Jr. Wells Fargo’s wealth management business still faces challenges in the wake of multiple scandals at its parent bank, The Wall Street Journal reports. Growth in the unit’s profits haven’t kept pace with some rivals, and plenty of advisors have left the firm. But the bank has taken steps to turn […]