Sentences with phrase «of wealth management firms»

«What we have not had is our Google moment,» Blaine Lourd, founder of wealth management firm LourdMurray, told the Times.

«It's a milestone and an accomplishment to be proud of,» says financial planner Marguerita M. Cheng, chief executive officer of wealth management firm Blue Ocean Global Wealth, based in Gaithersburg, Maryland.

Harold Evensky of the wealth management firm Evensky Katz Foldes and Texas Tech University said in an email that the DOL rule constituted a «major step toward a more secure and dignified retirement for millions.»

«It's a system based on principles, not rules,» says financial planner Harold Evensky, of the wealth management firm, Evensky & Katz in Coral Gables, Florida.

If you have reached the point in your career where you have this problem, you need to hire the services of a wealth management firm.

«I believe some divorces can be prevented if the correct questions are asked before getting married, ideally in the engagement period,» says Adam Torres, CEO of a wealth management firm.»

Not exact matches

Louis Barajas is founder and CEO of Wealth Management LAB, a fee - only firm specializing in the entertainment industry.

Douglas Boneparth is president of Bone Fide Wealth, a Manhattan - based wealth management firm focusing on millennials, young professionals and entrepreWealth, a Manhattan - based wealth management firm focusing on millennials, young professionals and entreprewealth management firm focusing on millennials, young professionals and entrepreneurs.

Elle Kaplan is the founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.

Her executive career began in the high stakes and male dominated world of Wall Street where she was the CEO of brokerage firm Smith Barney — now Morgan Stanley Wealth Management — the CFO of Citigroup and CEO of Merrill Lynch Wealth Management.

The CEO of a U.K. - based wealth management firm has warned about an unruly end to monetary stimulus from global central banks.

The firm reported record wealth - management revenue of $ 4.0 billion for the quarter (up from $ 3.8 billion in the year - ago quarter).

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

Wealth management firm Yellow Brick Road Holdings said its business is booming in Western Australia, with six additional branches emerging since the opening of its first Perth office three years ago.

The CNBC editorial team presents our second annual list of the Top 100 Fee - Only Wealth Management Firms.

As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.

Industry veteran Elliot Weissbluth, founder and CEO of wealth - management firm HighTower Advisors, believes a balance exists.

Now, another question for investors: If your advisor went to sleep tonight and didn't wake up, would you continue to entrust the firm he / she left behind with the ongoing management of your family's wealth?

«I tell them, «If you are interviewing other firms, ask them to give you the same [information] we can share with you that assures you there will be no disruption in service,»» said Carson, a certified financial planner and the founder and CEO of Carson Wealth Management Group.

The ranking is part of a detailed new study of the world's billionaires, by WealthX, a market research firm that helps businesses reach ultra-rich consumers, and UBS, whose wealth management arm handles a big chunk of their money.

When it comes to moving assets out of Jersey and into the United States, the switch should be painless, said Mitchell Goldberg, president of ClientFirst Strategy, a Melville, New York - based wealth management firm.

Wealth management firms and accountants to the rich are scrambling to prepare their clients for the biggest set of tax changes since 1986.

At the same time, the bank is hoping the move could force clients who want continued access to hot IPOs to put more of their assets with the firm's wealth management business.

His firm, Cabot Wealth Management, has a minimum account size of $ 1 million.

NEW YORK (Reuters)- Wary of brokers who make their money by «riding the calendar» of new stock and bond issues rather than patiently building the firm's wealth management business, Morgan Stanley is cracking down where it hurts the most: compensation.

As part of its strategy to ramp up its U.S. presence, it also purchased Chicago - based wealth management firm Geneva Advisors for roughly US$ 200 million last year.

Elle Kaplan is the Founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.

Until now, Merrill Lynch Wealth Management's top recognition club was its «Circle of Champions» for financial advisers who produced $ 4 million of commissions and fees, or received 2.5 million of «production credits» for sales of products and services that qualified them for the firm's top sales payout.

Both companies are operating at a loss, and it's likely that investors are losing patience with promising tech companies that don't turn a profit, according to Mark McComsey, chief investment officer of Beverly Hills Wealth Management, a financial advisory firm catering to high net worth people and entrepreneurs, based in Los Angeles.

Millennium Wave Investments cooperates in the consulting on and marketing of private and non-private investment offerings with other independent firms such as Altegris Investments; Capital Management Group; Absolute Return Partners, LLP; Fynn Capital; Nicola Wealth Management; and Plexus Asset Management.

Harris is the founder, CEO and major shareholder of Personal Capital — a digital wealth management firm for consumers, integrating data aggregation, investment management and banking services across phone, web and mobile channels.

An executive of a U.S. wealth - management firm told me that after the financial collapse in 2008, some of the bright young advisers were communicating with wiped - out clients via emails that said, essentially, «Sorry, we can't help you.»

I'm a native San Diegan and I've spent over half of my career working for large wealth management firms.

Tom Duffy, Head of Banking Services for Morgan Stanley Wealth Management, believes the firm's Wealth Management clients will be part of that growth.

Reliable data on wealth management products sold by other types of firms, like State Gold Treasure, is hard to come by.

The reality is that rising volatility as measured by the CBOE Volatility Index, or VIX, «is only a reflection of volatile movements in the market — it is not a predictor of future returns,» David Kotok, the head of Cumberland Advisors, sent in a Friday note written by Leo Chen Ph.D. to the wealth management firm's clients.

«We are generating strong earnings across the firm, and our momentum in Advice and Wealth management continues with double - digit revenue growth, increased client activity and one of our strongest quarters of client net inflows.»

And after you're on the right track, BAM provides access to learning and development opportunities via an active community of independent wealth management firms that help your business and employees achieve more.

She has extensive wealth management and distribution expertise and served from 2009 to 2010 as Executive Chair, and from 2003 to 2009 as President and Chief Executive Officer, of Richardson Partners Financial Limited, an independent wealth management services firm.

«With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.»

«We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35 %.

Mrs. Alers» appointment further consolidates the wealth of experience of Morrow Sodali's UK team which covers all services - ranging from corporate governance to fixed income advisory, to investor relationship management, and M&A and contested situations - thus allowing the firm to increasingly focus on offering insightful advice, high - quality service and customized solutions to its clients» governance and ownership challenges.

The CNBC Digital editorial team presents our inaugural list of the Top 100 Fee - Only Wealth Management Firms.

Amy rejoined SSGA in November of 2010, after spending two years at Atlantic Trust Company, a Private Wealth Management firm.

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

Bonnie Sewell, the CEO of fee - only wealth management firm American Capital Planning in Leesburg, Va., tweeted about the potential positive outcomes:

We are excited to announce that Woodstock Corporation was named to CNBC's list of «Top 100 Fee Only Wealth Management Firms for 2015.»

Josh Brown, CEO of New York advisory firm Ritholtz Wealth Management, as well as a prolific blogger and tweeter, quipped about financial lobbyists» criticism of the proposal:

Mark is often described as committed, empathetic and trustworthy, qualities that have served him well over more than a decade of advising individuals and families on their finances, both in advisory firms as well as his own boutique family office, which was known as Capella Wealth Management.

As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients.