... to a household's bottom line, according to Ted Jenkin, a certified financial planner and the CEO and founder of oXYGen Financial, a financial advisory and wealth management firm based in Atlanta.
"I love parents that have these big hearts for their children, but they also have to be smart in making decisions for the children," Michelle Griffith, a senior wealth advisor at Citi Personal Wealth Management, told BI.
"This award recognizes wealth managers who holistically blend risk management with wealth management, and I very much appreciate being recognized." ... Magnus provides customized wealth management and ...
The long-term goal of AGW-MS Capital is to achieve sustained wealth growth for its investors through professional investment management and to establish a new leadership position in the global capital markets.
Arbor CapitalManagement, an Amherst-based money manage-ment firm, has been acquired by F.L.Putnam Investment Management Co., a Massachusetts company that has been expanding by purchasing wealth management firms along the East Coast....
In a recent research report by Nickel Digital, it was revealed that about 74% of institutional investors and wealth managers intend to increase their exposure to digital assets this year.
Darrell Cronk, Wells FargoCIO for wealth and investment management, joins 'Squawk on the Street' to discuss how investors should pay today's market, what would give Cronk more confidence in a rotation into small caps, and much more ... .
The rich are being targeted by hackers, leading wealth managers, family offices and executives to hire cybersecurity concierges for personal and home devices ... .