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Dow Jones Newswires Forms Wealth Management Advisory CouncilPosted by Randy on: 2005-11-16 10:16:25 in category:
Retirement Planning News [ Print | Permalink / 0 Comment(s) ] Dow Jones Newswires Forms Wealth Management Advisory Council Council to Promote Best Practices, Facilitate Discussion and Give Voice to Practitioners NEW YORK--(BUSINESS WIRE)--Nov. 15, 2005--Dow Jones Newswires today announced the formation of the Wealth Management Advisory Council. The new professional group's three-part mission is to promote the practice of wealth management, facilitate industry discussion and innovation, and represent the interests and concerns of wealth-management practitioners. The council draws its members from the most successful practitioners in the field of wealth management, as well as experts from leading research and consulting organizations. The council is hosted by Dow Jones Newswires. "Today's high-net-worth investors are demanding wealth managers--advisers who will focus on the big picture, not just the Big Board," said Joseph Lanza, council liaison and vice president, sales and marketing, Dow Jones Newswires - Americas. "But given that only 8% of advisers practice wealth management, there is a need to advance the profession. We are proud to assist the industry's leaders as they work to advance the art and science of wealth management." Charter members of the council include: Patricia Bell, Senior Vice President, Investments, Merrill Lynch. Anthony DiValerio, Senior Vice President, UBS Private Wealth Management. Joseph W. Montgomery, Director-Investments, Wachovia Securities. Michael Sawyer, CIMA, Managing Director, Senior Private Wealth Management Advisor, Smith Barney Citigroup Cerulli Associates The council will hold its first meeting in January 2006 to discuss initiatives for the year and long-term objectives. Topics on the agenda include: Creating an industry road map to help institutions and managers adopt wealth-management approaches. Fostering debate of industry "best practices." Pursuing underserved segments, including women and minorities. Attracting the next generation of wealth managers. About the Dow Jones Wealth Management Advisory Council The Dow Jones Wealth Management Advisory Council is an industry group dedicated to promoting the practice of wealth management, facilitating industry discussion, driving innovation, and representing the needs and concerns of the profession. The Council draws its members from the most successful practitioners in wealth management, as well as experts from leading research and consulting organizations, including academia. The Council is hosted by Dow Jones Newswires. Information about the Council is available at www.djwmac.com. About Dow Jones Newswires Dow Jones Newswires (djnewswires.com) offers real-time news and information solutions for financial professionals providing investment, advice and institutional services. The division also offers news for financial firms' Web sites and Dow Jones Financial Information Services' database, newsletter and event businesses. In addition to Dow Jones Newswires, Dow Jones & Company (NYSE: DJ; www.dowjones.com) publishes The Wall Street Journal and its international and online editions, Barron's and the Far Eastern Economic Review, Dow Jones Indexes, MarketWatch, and the Ottaway group of community newspapers. Dow Jones is co-owner with Reuters Group of Factiva, with Hearst of SmartMoney and with NBC Universal of the CNBC television operations in Asia and Europe. Dow Jones also provides news content to CNBC and radio stations in the U.S. Contact: Walek & Associates for Dow Jones Newswires David Rosen, 212-590-0532 david@walek.com |
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