When it comes to your clients’ finances, age is just a number. At least that’s what Ameriprise’s Financial’s recent “Ages, Stages & Money Study” indicates. According to Ameriprise’s data, clients can be more accurately catalogued by their financial life stage: asset accumulator, asset maximizer or asset sustainer, than their relative ages. ...
Citi Private Bank Names New North America Head Citi Private Bank, which has 48 offices around the globe and approximately $460 billion in assets under management, named Natalia Murphy the Head of Trust and Wealth Planning for North America on Tuesday. ...
SmartAdvisor Matches Advisors with Prospects Financial technology company SmartAsset has launched a new tool that matches financial advisors with qualified prospects. The program, called SmartAdvisor, delivers client leads to advisors vetted to investible assets, location, income and other indicators. ...
