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Bank Systems & Technology May 16, 2008 Maria Bruno-Britz	Bank of America Promotes Dean Athanasia Athanasia becomes Bank of America's president of premier banking & investments.
Registered Rep. March 1, 2005	The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
Wall Street & Technology May 15, 2006 Cory Levine	Capitol Wealth Advisors Taps Paventi David Paventi has joined Capitol Wealth Advisors -- a new wealth management subsidiary of Capitol Bancorp -- as COO.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Investment Advisor February 2008	The Race to "Rich" How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? A recent survey asked that question. Read on to see the answers.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. April 27, 2011 Jerry Gleeson	Merrill Lynch Names Thiel to Run U.S. Brokerage Thiel, 50, will replace Lyle LaMothe. LaMothe, also 50, said on March 4 that he would retire as head of Merrill Lynch U.S. Wealth Management.
Bank Systems & Technology August 4, 2009 Maria Bruno-Britz	Bank of America's New Executive Roster Ken Lewis reshuffles BofA's management team, including the hiring of former Citi CFO Sally Krawcheck.
Registered Rep. March 1, 2008	The Tools Make The Man Looks like there's quite a market for new wealth-management software tools.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
Registered Rep. January 28, 2011 John Aidan Byrne	Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it.
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
U.S. Banker November 2001 John Hackett	Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline...
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Registered Rep. June 8, 2007 Christina Mucciolo	Wachovia Accelerates Hiring in Private Bank Under plans to expand its private banking presence, Wachovia Securities said it would hire about 300 private bankers over the next three years, more than doubling its number of private banking relationship managers.
The Motley Fool January 20, 2004 Dayana Yochim	Home Sweet Savings Home is where the wealth is -- less so, if you're rich.
Financial Planning September 1, 2009 Donna Mitchell	Savings Recouped A new report from the Employee Benefit Research Institute says that American families are going to need to drastically increase their savings, work longer or significantly decrease their spending in retirement if they hope to make ends meet.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
U.S. Banker October 2009	The 25MPWIB Awards Dinner: A Photo Gallery Pictures of the 25 most powerful women in banking.
Investment Advisor September 2009	Changes Personnel comings and goings in the financial and insurance world
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
Registered Rep. September 1, 2008	Vikram Pandit (CEO of Citigroup) A short conversation with the CEO of Citigroup.
Registered Rep. October 2, 2008	Thain Gets a Job at Bank of America Merrill Lynch CEO John Thain has accepted an offer to be president of Global Banking, Securities and Wealth Management at Bank of America.
Registered Rep. April 1, 2004 John Churchill	KeyCorp To Unite Business Units Under Key Brand KeyCorp, one of the nation's largest banking-based financial companies, has embarked on an effort to brand itself more clearly.
Registered Rep. April 1, 2008 Christina Mucciolo	Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
Registered Rep. March 7, 2012 Charles Paikert	Community Banks Betting On Wealth Management Bruised by the financial crisis and no longer able to make much profit on loans and deposits, regional banks are looking to bolster their businesses by managing money for the affluent.
Financial Planning June 1, 2007 John J. Bowen	Living Dangerously In today's hazardous world, affluent clients are looking to financial advisors for help in protecting more than their financial assets.
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Registered Rep. February 1, 2008 Kristen French	Morgan Sells Spanish Retail Brokerage Arm Morgan Stanley announced plans this week to sell its Spanish brokerage- and asset- management business to La Caixa, a Spanish financial-services firm, for $885 million.
Registered Rep. November 1, 2004 David A. Geracioti	Merrill Names Dallas Private Banking Head Mark Casey was moved to Merrill Lynch's new Private Banking and Investment Group office in Dallas, where he will oversee the so-called "Texas region" of that group.
Registered Rep. October 31, 2007 John Churchill	UBS Earnings Bomb Swiss banking giant UBS joined Merrill Lynch at the bottom of the credit related write-down pile with the release of its earnings.
Registered Rep. July 26, 2011 Charles Paikert	WML Q&A with Keith Banks, President, U.S. Trust: "We have a Unique Situation." U.S. Trust president Keith Banks can breathe easier after coming off a very good month.
U.S. Banker July 2010 Howard Stock	Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference?
Bank Systems & Technology August 24, 2010 Matt Gunn	Bank of the West Launches Mobile Banking New SMS-based service available to Bank of the West online banking customers.
Registered Rep. January 26, 2011 Charles Paikert	Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business.
Registered Rep. September 14, 2006 Kevin Burke	Merrill Opens More Boutique Branches For Ultra Wealthy; Now Recruiting Private Bankers The focus of the private banking unit is built on the premise that ultra-high-net-worth clients have different needs than those of the slightly less affluent.
HBS Working Knowledge March 30, 2015 Davis & Pellegrin	Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis.
Registered Rep. July 20, 2011 Charles Paikert	Chase Wealth Management Unit Plans Explosive Growth Chase opened the first of its new-look Private Client offices today in Manhattan, and expects to be in 250 branches around the country at the end of the year.
The Motley Fool January 23, 2006	All About Online Banking You may not need your bricks-and-mortar branch as much as you thought.
Financial Advisor December 2006 Grove & Prince	The Wealth Protection Process Knowing what to do is one thing; knowing how to do it -- and to keep it done -- is where the financial advisor shines. This is the second in a three-part series on the growing area of affluent wealth protection services.
AFP eWire May 10, 2004	"Middle Rich" Donate Lower Percentage of Wealth Than Other Groups A new study concluded that charitable giving in the United States would have increased by an additional $41 billion in 2001 if individuals in the upper middle class and "middle rich" had given as much as other income classes.