Tag: Wealth Management

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%...

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.