Tag: Wealth Management

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

“Comprehensive” is a key word, according to a new Wells Fargo poll of affluent Americans regarding retirement; they might say they have a plan, but what does that...

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012.   

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.

Although one in five mass affluent investors are saving more this year than last, many are struggling to reach long-term financial goals, according to a Bank of America survey....

Based on a survey with financial services executives, Aite Group asserts that the retirement income industry is still in its infancy, with the shift from accumulation to decumulation...

Eighty percent of Fidelity Investment’s affluent customers expect market volatility to be the norm for the extended future.

Sallie Krawcheck, former President of global wealth management at Bank of America, says the two biggest challenges facing the wealth management industry are attracting the next generation of...

The latest report from Hearts & Wallets contends that more wealthy investors are questioning the value of professional financial advice as a result of their shrinking assets.  

Jason Schuller of Minneapolis was named Senior Vice President with responsibility for the new Wealth Management Services unit at Securian Trust Company. 

Burns Advisory Group, an Oklahoma City-based wealth management firm, and Dallas-based Executive Financial Group are merging with a combined $600 million in client assets.

Orion Advisor Services is releasing an updated version of its portfolio management platform, Advisor Desktop.   

Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.  

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.  

UBS, the largest Swiss bank, announced plans this week to cut about 3,500 jobs, or 5.3% of its workforce. 

Spectrem reports that the percentage of U.S. millionaires using Facebook nearly doubled in 2011 to 46%, up from 26% in 2010. 

A recent report from Cerulli says that current market volatility is likely to spur more clients to seek additional support, as was the case in 2008.  

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver...

SunTrust Banks, Inc. has appointed Ernest N. Dawal as Chief Investment Officer for its Private Wealth Management and Institutional Investment Solutions.