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The pipeline to the affluent

07:52 PM, Aug. 27, 2008
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    Quote of the Week

    • "The recent media reports didn't hurt to provide a catalyst to leave, but they weren't particularly running from anything."
    • Stephen Dunne, head of the Boston office of Credit Suisse Private Banking USA, discussing his firms' hire of a team from Lehman Brothers Private Investment Management.
  • view all

    Heidi Nedwurth

    • Heidi Saves Retailers From Slumping Sales
    • Expense Accounts Get Squeezed
  • Awards

    • High-Net-Worth Industry Award Nominees
  • view all

    On the Move

    • On The Move
    • * Miami-based Cantor & Webb, an international tax and estate planning firm, has hired Joel Karp as attorney and Giev Askari as an associate to its Miami office.
  • view all

    Conference Coverage

    • ABA Wealth Management And Trust Conference
    • 8th Annual Wealth Management and Retirement Planning Forum
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      • The 20 Rising Stars of Compliance - 2007
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