private-client services

• Wells Fargo Advisors Names Kowach New Head of PCG

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Wells Fargo Advisors tapped David Kowach president of the firm’s Private Client Group in November.

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  New Hire Roundup: Wedbush Private Client Services Group Adds Wright

  By Marlene Y. Satter, AdvisorOne  |  October 31, 2012

  Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.

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  AMG Wealth Nabs Veritable Equity Stake in Big Succession Planning Deal

  By Joyce Hanson, AdvisorOne  |  March 22, 2012

  AMG Wealth Partners President John Copeland says Veritable managers who have made long-term commitments to their firm will hold a significant equity interest in the business.

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  Advisor Optimism Outweighs Investors'

  By Danielle Andrus, AdvisorOne  |  December 9, 2010

  Advisors' optimism far outstrips their clients', according to a report released Wednesday by Russell Investments.

• Russell Survey: Clients Risk Falling Short of Goals

  By Janet Levaux, AdvisorOne  |  June 15, 2010

  In the latest Financial Professional Outlook quarterly survey of 400 financial advisors, Russell Investments says it found that clients are at risk of falling short of their financial goals if corrective action is not taken.

• Russell Advisor Survey: Clients Risk Falling Short of Goals

  By Janet Levaux, AdvisorOne  |  June 15, 2010

  Forty-four percent of advisors considered up to a quarter of their client base to be at "significant risk," and 36% considered a quarter to a half of their client base to be at "significant risk."

• Here We Go Again

  By Staff Writer  |  August 1, 2001

  Charles Schwab says that its new PCS division does