Tag: Wealth Management

The majority (54%) of pre-retiree households that have a professional financial adviser feel confident they will be able to live the retirement lifestyle they choose, according to research...

Corporate Compensation Plans has introduced an executive compensation benefit program to protect highly paid employees' income and wealth accumulation plans.

Genworth Financial Wealth Management is introducing Genworth Portfolio Solutions (GPS), providing advisers with four asset allocation models.

A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior, their tolerance for financial risk,...

Bank of America announced John Thiel will be replacing Lyle LaMothe as head of Merrill Lynch U.S. Wealth Management. 

Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...

Only 12% of wealthy Baby Boomers said it is highly likely that their children will attain the same or higher level of wealth as they have, reported a...

The Dow Jones Affluent Investor Study found that advisers are not touching all the bases with their affluent investor client base, including a surprising percentage in need of...

A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found.

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.