Ajay Gupta and partners managed $540 million at wirehouse; clients include new-age guru Chopra.
Former Fed chief contender's credibility questioned; views called “simplistic.”
Affluent investors embrace a broader definition of youth as life expectancy stretches
Affluent investors embrace a broader definition of youth, changing their retirement needs
Plus, Morgan Stanley's Graystone Consulting gets new executive director, financial adviser.
Four-adviser team have combined production of $5.8 million.
BofA unit delivered $719 million in profit, up 25% from a year earlier.
Fewer than a third of survey respondents expect corporate profits to improve this year
Exchange-traded products have allowed investors to take advantage of higher commodities prices, he says