wealth management solutions

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  New Hire Roundup: Prudential’s King Named SVIA Chair; Cambridge Promotions

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  This week in new hires, James King of Prudential Retirements Stable Value Markets Group was elected as SVIA chairman of the board, and Cambridge announced several internal promotions.

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  Health Care Is the New Wealth Care

  By Ellen Uzelac  |  December 26, 2011

  WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.

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  New Hire Roundup: Nash Moves Up at Fiserv; Sanctuary to Support Gordian

  By Marlene Y. Satter, AdvisorOne  |  November 16, 2011

  This week in new hires, Cheryl Nash was named president of Fiserv’s investment services division; Gordian Wealth Advisors hired Sanctuary Wealth Services to support its business; and Tom Ridge became a member of the board at FSIC.

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  Pershing Augments Trust Network

  By Marlene Y. Satter, AdvisorOne  |  October 27, 2011

  Pershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershing’s introducing broker-dealer and independent RIA customers to offer their clients a wide...

• UBS' McCann and His Team: Lots of Merrill Lynch Ex's

  By Janet Levaux, AdvisorOne  |  January 19, 2010

  Former Merrill Lynch execs hope to improve results at UBS Americas, which includes about 7,300 advisors.

• The Green Advisor: The Wave Is Rising

  By Robert F. Keane  |  September 1, 2009

  Environmentally-conscious investing is still a minuscule part of the overall financial services universe, but it's a segment that edges closer and closer to the mainstream...