A Richmond-based money management firm took part in the opening bell ceremony at the New York Stock Exchange Monday.
A local ring to start trading on the NYSE
Heritage Wealth Advisors.
The Herd: New hires and promotions for 2.2.11
Moves in marketing, wealth management, finance and law.
The Herd: New hires and promotions for 8.11.10
Some big moves in law, plus new hires in investment banking and wealth management.
The Herd: Hires and promotions for 5.12.10
Veteran lawyers join new firms, plus hires in wealth management, hospitality and tourism.
The Pipeline: Commercial Real Estate Round Up for 1.8.10
Vulcan Materials Company leased 12,360 square feet at Ironbridge Commons, 5601 Ironbridge Parkway in Chesterfield. Allied Pallet Company leased 26,190 square feet at 1401 Ingram Street in Richmond. P. T. O’Malley Lumber Company, Inc. purchased a 156,485-square-foot manufacturing facility on 92.58 acres in Essex County for $1,250,000. A ton of other deals this week.
Rules changing for the money management game
Customers across the board expect lower prices, and in the wealth management game, that means lower fees. On the plus side, many of the smaller firms in town say they are successfully luring away clients who formerly worked with larger financial advisors.
Managing Expectations: how local wealth advisors steer clients through rough seas
whenever the stock markets take a dip, Chris Williams, Director of Investment Products and Services at Virginia Asset Management, likes to tell the story about the guy who would always impulsively buy a stock at the market peak and ride it all the way to the bottom and then sell everything, ending up with a… Read more »