Tag: Wealth Management

Being knowledgeable and trustworthy are the most important factors people consider when searching for a financial adviser, the First Command Financial Behaviors Index found.   

MFS found the younger generations are somewhat more optimistic in their approach to investing, but there is concern over Gen X/Y's ability to save enough to meet long...

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Research from SEI found nearly three out of four investors regard "independence" as important, yet many believe it is not a realistic expectation when dealing with wealth management....

Bank of America Global Wealth & Investment Management (GWIM) president Sallie Krawcheck hosted a discussion on how the crises in Japan and the Middle East may affect investors...

U.S. Bank Wealth Management named Daniel J. Rauchle as head of investment management for its Ultra High Net Worth Group. 

Women are increasingly making their own decisions about how to invest money, and are more likely to use advisers than men, according to Mintel, a market research firm. 

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

Fidelity Investments' fourth Millionaire Outlook survey reveals 42% of millionaires do not feel wealthy, compared to 46% who said they didn’t feel wealthy in 2009.

Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge. 

Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...

TIGER 21, a network for high-net-worth investors, conducted a survey of members that found although allocation to some categories has been restored to pre-downturn levels, certain shifts in...

Principal Funds, the mutual fund arm of the Principal Financial Group, has created resources to help financial professionals guide clients through their Social Security benefits.  

PNC Wealth Management released survey results this Valentine’s Day that show not everything is harmonious with couples in terms of financial concerns.  

Two studies, one from Citibank and one from the National Retail Federation, both found that Americans will be spending more this Valentine’s Day than last year.   

Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.  

The Merrill Lynch “Affluent Insights Quarterly” survey shows that although 66% of affluent investors know conservative investing will help them avoid losing money in turbulent times, only 25%...