Tony Miller Named President of Janney Montgomery Scott
Janney Montgomery Scott, a wealth management company, has announced that Tony Miller will take on the role of president. Miller, who has been with Janney since 2002, has been serving…
Tony Miller Named President of Janney Montgomery Scott
Janney Montgomery Scott, a wealth management company, has announced that Tony Miller will take on the role of president. Miller, who has been with Janney since 2002, has been serving…
Changes to Charging Structure at St. James’s Place
St. James's Place, a leading wealth-management company, has announced significant changes to its charging structures for new investment bonds and pensions. These revisions aim to streamline the company's processes and…
Proactive Estate Planning for Wealthy Families
Unless Congress takes action, the lifetime estate and gift tax exemption will decrease significantly when components of the 2017 Tax Cuts and Jobs Act expire at the end of 2025.…
Venture Capital Firm Launches New Wealth Management Firm
General Catalyst, a venture capital firm, has played a role in the launch of a new wealth management firm led by former First Republic Bank executive, Dave Breslin. The newly-formed…
Morgan Stanley Reports 14% Dip in Profits in Q2
Morgan Stanley, a leading global financial services firm, has revealed a 14% decline in profits during the second quarter. However, the company's wealth management unit managed to deliver record net…
The Changing Landscape of the Financial-Services Industry
There comes a time in almost every industry when its fundamental principles are challenged. This phenomenon is often observed after a consolidation period, where important policy decisions are made by…