Updated July 1 at 5:27pm
Investing
327 results total, viewing 21 - 30
Established in 1998, the financial-services firm Oak Leaf Wealth Management is growing its market in northern Rhode Island and efforts to serve women and millennials. In May, owners Jon Sweet and Mark Williams took over Auclair & Auclair … more
Sean McGarry is vice president and retirement plan service manager at Rockland Trust. He talks with Providence Business News about the recent U.S. Department of Labor ruling on the “conflict of interest” regulation, which is designed to protect investors from hidden fees in retirement-investment advice. McGarry breaks down the regulation and how it could affect clients and financial advisers.v more
The Lincoln branch of Santander Bank will be its first in Rhode Island to offer a new service designed for its wealthier customers. more
(Updated, July 1, 5:05 p.m.) Editor's note: This is the second of a four-part series exploring how well Rhode Island cities and towns are funding municipal pension and benefit plans and the public-policy ramifications. Detective James Brady sits outside a … more
Washington Trust Bancorp Inc., parent of Washington Trust Co., paid $7.1 million to complete the acquisition of Halsey Associates Inc., increasing the bank’s wealth management assets by 15 percent. more
Providence College's $30 million School of Business building, targeted to open in early 2017, is tailored to the needs of business students, but will serve the larger campus as well. "We're not building a silo for the business school," said … more
Stocks at several Rhode Island-based companies are feeling the turmoil shaking up Wall Street. more
General Treasurer Seth Magaziner, who took office in January, oversees the Rhode Island public-employee pension plan, which is valued at nearly $8 billion. It is the primary retirement vehicle for 60,000 current and retired state employees, … more
(Updated, 4:48 p.m.) Pointing to the currency crisis in Europe and China’s economic slowdown, Rhode Island’s general treasurer says volatility in the financial markets contributed to the 0.28 percent loss on the state’s pension investments last year. more
Johnson & Wales University has registered to start offering certified financial professional education, according to a press release. more
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