Tag: Wealth Management
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...
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 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...
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...
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 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...
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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