Wealth Management - Page 2 of 3 - Providence Business News

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

People on the Move 02/14/2019

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

Financial Services 02/01/2019

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

Financial Services 01/22/2019

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

Economic Activity 12/31/2018

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...

Financial Services 12/21/2018

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

Financial Services 11/05/2018

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

Business Women 05/25/2018

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

Financial Services 05/22/2018

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...