Tag: Wealth Management

Reliance Trust, a subsidiary of the Reliance Financial Corporation, announced the acquisition of Harrington Wealth Management, a subsidiary of Pacific Western Bank.

Bankrate’s January "Financial Security Index" poll finds many Americans feel less comfortable with their finances now than they did 12 months ago.

The "mass affluent," Americans between ages 35-54 years old with $50,000-$250,000 of investable assets, show a noteworthy lack of confidence in financial well-being.

A new finanical management platform, Merrill Edge, combines the banking of Bank of America (BofA) with the investment strategies of Merrill Lynch.

Older investors’ trust in financial services institutions and advisers appears to have dropped to a new low, according to research from Hearts & Wallets.

Seventeen percent of respondents to a recent TD Ameritrade survey said the recession of 2008-2009 forced them to delay saving and investing for retirement.

In a survey examining investor behavior, MFS Investment Management clarifies what makes “fearful” investors act the way they do and ways an adviser can help.

People who spend time with a financial professional report saving two to three times more than their peers who do not, according to a study from the ING Retirement Research...

Baby Boomers will inherit $8.4 trillion at 2009 levels, with a $64,000 median and $2.4 trillion already having been received.

In its second annual survey on New Year’s resolutions, Allianz Life found that more Americans would rather enlist the help of a financial “trainer” than a physical trainer in...

Fifty-six percent of those surveyed would love a chance to go back in time, before the recession, so they could change their financial behaviors.

SunGard’s wealth management platform is integrating Dow Jones Adviser's Web-based services.   

Bay Colony Partners and Dynamic Wealth Advisors are working together to provide a wealth management platform for customer portfolio management and client reporting.

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

Working off the “unified managed household” (UMH) advice model, Envestnet says it has created the industry’s first advisory platform with integrated analysis, guidance, and reporting features.  

While concern over healthcare costs in retirement is the top answer in a recent Edward Jones’ poll, the percentage has shrunk from the last time the poll was...

The majority of American retirees see their children and grandchildren being unable to participate in the “American Dream” and afford retirement, according to a poll conducted by Protect...

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...

Understanding “new financial conservatism” was the subject of a recent Bank of America Merrill Lynch Webcast.   

Paul G. Escobar will be heading up a new division at Bay Colony Partners, a privately held independent retirement planning firm.