U.S. Trust

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  Wealthy Families Not Addressing Major Risks in Financial Plan

  By Danielle Andrus, AdvisorOne  |  May 23, 2013

  A study released Tuesday by U.S. Trust identified wealthy families’ collective health as a risk to wealth.

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  CFP Board Appoints Panel to Boost Number of Female Advisors

  By Melanie Waddell, AdvisorOne  |  May 15, 2013

  The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.

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  New Hire Roundup: National Advisors Trust Names New CEO

  By Marlene Y. Satter, AdvisorOne  |  April 4, 2013

  This week in new hires, James Combs was named CEO of National Advisors Trust Co., and FSI elected two new board members.

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  New Hire Roundup: Maglan Capital Welcomes Ashley Cooke

  By Marlene Y. Satter, AdvisorOne  |  March 13, 2013

  Also this week in new hires, U.S. Bank's Private Client Reserve named two to key posts.

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  Learned Behavior: Educating Advisors on Behavioral Finance

  By Savita Iyer-Ahrestani, AdvisorOne  |  February 26, 2013

  There’s an ample body of academic research that financial advisors could turn to in order to figure out why, say, a prospective client seems so eager at first to retain their services and then suddenly goes cold on them.

• Wirehouses Boost Wealth Results

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Bank of America reported a 63% drop in net income for the fourth quarter of 2012.

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  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.

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  Barclays, Morgan Stanley, Raymond James Grab Reps From Rivals

  By Janet Levaux, AdvisorOne  |  February 15, 2013

  The movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.

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  Charitable Giving Linked to Higher Stocks, Not Lower Taxes

  By Gil Weinreich, AdvisorOne  |  January 24, 2013

  The stock market has risen 5% year to date, and that helps philanthropic giving more than fears over ending the charitable deduction hurt it, the U.S. Trust wealth strategies advisor Ramsay Slugg told AdvisorOne.

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  BofA Profit Off 63% as Wealth Unit Doubles Its Earnings

  By Janet Levaux, AdvisorOne  |  January 17, 2013

  The wealth unit of Bank of America sees its net margins top 20%, as its advisor headcount dips slightly.