by Patrick M. Kelly | Nov 9, 2012 | Financial Services Industry
By merging two of its wealth management units earlier this year the Abbot Downing Wealth Management business was launched. Under President Jim Steiner, the subsidiary, which has a “small firm feel”, caters to ultra-high-net-worth individuals and families with $50...
by Patrick M. Kelly | May 4, 2012 | Financial Advisors, Financial Services Industry, RIA
“aRIA” or Alliance for RIAs, has been formed by six RIA firms, it was announced this week according to Matt Ackermann, reporting for OnWallStreet. The group plans to meet on a regular basis and provide “thought leadership” to independent and wirehouse financial...
