High-net-worth individuals (HNWIs) feel more financially secure than five years ago, prioritizing asset growth before protection, according to a recent private wealth management survey.
New York-based BNY Mellon Wealth Managementhas hired Christopher Facka as senior director for business development, who will be based in the firm’s West Palm Beach office.
Credit Suisse has added two wealth strategists in California. Christine Brown joins as a director, wealth strategist in the firm’s San Francisco office.
PAM managing editor Kristen Oliveri sits down with founder Richard Roth of The Roth Law Firm to talk about the law firm’s structure, what makes it unique and the critical question on every wealthy person’s mind: when do we sue?
With an increasing amount of RIAs setting up shop and other established private financial institutions pressured to stay abreast on the ever-changing industry trends, it can be an ongoing battle for advisors to balance all menial necessities for business survival without losing focus on the client.
In an age of increasing human energy, consumerism and oil and gas consumption, detrimental effects to the planet are inevitable and continue to extend far and wide; perhaps more than most, the wealthy and ultra-wealthy are in a unique position to help pave the way for the next wave of energy, ushering in a new era of creating a cleaner world.
Maryland-based registered investment advisor CIC Wealth Management Group is making a concerted effort to target the growing number of wealthy female clients throughout the US.