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Five Questions With: Malcolm A. Makin

Malcolm A. Makin founded Professional Planning Group Inc., an independent investment advisory firm in Westerly, in 1975. Through investment banking company Raymond James, Makin...

Dev Singh joins J.P. Morgan Private Bank, serving Rhode Island and...

Dev Singh has joined J.P. Morgan Private Bank as a Client Advisor, Vice President. Based at the firm’s Boston, Massachusetts office, he focuses on...

Commercial-lending gains power WashTrust earnings

WESTERLY – Washington Trust Bancorp Inc., parent of The Washington Trust Co., rode double-digit increases in its commercial lending lines of business to record...

Five Questions With: Joseph Confessore

Joseph Confessore is leading The Washington Trust Co.’s new Private Clients Group, designed to provide a spectrum of banking and investment services for business...

Shift from active to passive approaches tipping point in 2019

BOSTON – A line between active and passive funds is set to be crossed next year.When it comes to mutual funds and exchange-traded funds...
GUT CHECK: The volatility of the global equity markets is testing the patience and sticking power of many investors. What will you do as uncertainty continues to swing the markets up and down with alarming regularity? / BLOOMBERG NEWS FILE PHOTO/MICHAEL NAGLE

How big will the stock market losses have to be for...

Since hitting a small peak on Dec. 3, the Dow Jones Industrial Average has lost 8.5 percent of its value (although since hitting a...
CITIZENS FINANCIAL GROUP has entered into a definitive agreement to acquire Clarfeld Financial Advisors LLC for an undisclosed sum. / PBN FILE PHOTO/ELI SHERMAN

Citizens agrees to acquire N.Y.-based wealth management firm

PROVIDENCE – Citizens Financial Group Inc. has entered into a definitive agreement to acquire Clarfeld Financial Advisors LLC, the company announced Monday.Citizens said the...
BUILDING WEALTH: Edythe M. De Marco, founder of The De Marco Group at Merrill Lynch Wealth Management in Providence, wants to encourage more women to work in the financial-services industries, and takes pride in training talented people to grow their clients’ assets. / PBN PHOTO/RUPERT WHITELEY

De Marco fosters wealth-nurturing team

Industry Leader, Financial Services | Edythe M. De Marco, Merrill Lynch/Bank of AmericaYou can talk about how Edythe M. De Marco joined Merrill...
GARY FRIEDMANN is a vice president and portfolio manager for Rockland Trust’s Investment Management Group, serving clients out of the Providence office. / COURTESY ROCKLAND TRUST

Five Questions With: Gary Friedmann

Gary Friedmann is a vice president and portfolio manager for Rockland Trust’s Investment Management Group. In addition to serving clients out of the Providence...
FIDELITY INVESTMENTS is changing the way it charges wealth management customers for advice. / BLOOMBERG FILE PHOTO/JB REED

Fidelity is changing the way it charges for financial advice

NEW YORK - Fidelity Investments is changing the way it charges wealth management customers for advice, based on the amount they have invested with...
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