Credit Suisse, RBC Dain Rauscher and The Ferrucci Company Join Dow Jones Wealth Management Advisory Council; Focus on Educating Industry and Public.NEW YORK New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of -- The Dow Jones Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance Wealth Management Advisory Council, an industry group dedicated to promoting the practice of wealth management, today announced that Credit Suisse The Credit Suisse Group (SWX:CSGN, NYSE: CS) is a financial services company, headquartered in Zürich, Switzerland. It is the second-largest Swiss bank, behind UBS AG. , RBC RBC red blood cell. RBC or rbc abbr. red blood cell RBC, n See red blood cell count. RBC red blood cells; red blood (cell) count (see blood count). Dain Rauscher and the Ferrucci Company have joined the Council. The Council also announced that it unanimously established its priorities at its inaugural meeting. The new Council members are: --George J. Schietinger, Director and Senior Relationship Manager, Credit Suisse Private Banking USA --James A. Covell, Senior Vice President and Financial Consultant, RBC Dain Rauscher --David L. Ferrucci, Managing Partner, The Ferrucci Company Dennis Gallant, Principal, Gallant Distribution Consulting, will also be joining the council as a research consultant. They join Council members announced on November 15, 2005: --Patricia Bell, Senior Vice President, Investments, Merrill Lynch --Michael Sawyer, CIMA, Managing Director, Senior Private Wealth Management Advisor, Smith Barney Citigroup --Anthony DiValerio, Senior Vice President, UBS UBS Union Bank of Switzerland UBS United Bible Societies UBS United Blood Services UBS United Buying Service UBS Used Bookstore UBS University Business Services UBS Universal Building Society (UK) UBS Ulaanbaatar Broadcasting System Private Wealth Management --Joseph W. Montgomery, Managing Director-Investments, Wachovia Securities The Council also announced that at its recently-held inaugural meeting it voted to establish a definition of "wealth management" for the financial advisory community, identify and promote best practices, serve as an informational resource for practitioners, develop a code of conduct and promote wealth management as a career choice. In the area of public education, the Council agreed to focus on raising consumer awareness about the practice of wealth management, including its approach and value for clients. The council will hold its next meeting in early fall. 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 Dow Jones Newswires is the real-time financial news organization owned by Dow Jones. Founded in 1882, its primary competitors are Bloomberg L.P. and Reuters. The company reports more than 420,000 subscribers -- including brokers, traders, analysts and fund managers -- as of July . 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, and focused information services See Information Systems. for corporate and communications executives. In addition to Dow Jones Newswires, Dow Jones & Company (NYSE NYSE See: New York Stock Exchange : 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 and with Hearst of SmartMoney. Dow Jones also provides news content to CNBC CNBC Center for the Neural Basis of Cognition (artificial intelligence) CNBC Consumer News and Business Channel CNBC Congress of National Black Churches, Inc. and radio stations in the U.S. |
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