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Wealth advisors strike out on their own
Here’s a trend to watch for small businesses around Richmond that worked with the now-departed Wachovia Securities: Wealth advisors continue leaving big banks and investment firms to run their own wealth management businesses. And
Read More »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
Read More »Wachovia Securities to get new name
First Wachovia Securities departs Richmond. Now the firm is doing away with its name all together. According to the Jacksonville Business Journal, Wachovia Securities will be renamed Wells Fargo Advisors in May
Read More »Auction-Rate Insecurity
At least three Richmond investment firms are having trouble retrieving client money from investments that were thought to be short-term and low-risk. Individuals and businesses that invest with Davenport & Company, Charles Schwab and
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