Tuesday, October 19, 2021

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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 America You 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...
PBN PHOTO/MICHAEL SALERNO

Five Questions With Keith Kelly

1. What would you say is most challenging about serving as Citizens’ Rhode Island president? The new position has given me an opportunity to...

Lax & Co. Announces Hire of Kristin Anastasiades as Director of...

Warwick, RI, July, 2017 – Lax & Co. recently announced the appointment of Kristin Anastasiades to the role of Director of New Business &...

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