Advisor

Planning and Advice

Advisor confidential: Nancy Bertrand

Title: Director, Citi Private Bank

By Kanupriya Vashisht |October 1, 2013

2 min read

Economic Indicators

Asia’s rich confident in advisors, regulators

Asia-Pacific's rich are confident in the wealth management industry and its ability to generate wealth in the near future, finds this year’s Global HNW Insights Survey.

By Staff |September 25, 2013

2 min read

Industry

Advisors aren’t just for the rich

The pesky myth about advisors is they’re just for the wealthy, says Forbes, but really the opposite is true.

By Staff |September 16, 2013

1 min read

Economic Indicators

Obama names top economic advisor

U.S. President Barack Obama has appointed Jeff Zients, former acting director of the Office of Management and Budget, as director of the National Economic Council, beginning January 1, 2014. He replaces Gene B. Sperling.

By Staff |September 13, 2013

1 min read