When his grandmother thanked him for finally making her financial picture understandable, Michael Merlin began to feel the ...

Is Finance a Good Career Path for You ... “It’s not all analytics,” says Judith Leahy, vice president of wealth management and senior wealth advisor with Citi Personal Wealth Management.

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial ...

Vanessa Garl, a 19-year veteran of the wealth management industry and current student in Columbia’s Master of Professional ...

and strategic approach to wealth management. As a wealthy individual, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Effective investment ...