Tag: Wealth Management

Ninety-two percent of millionaires have not abandoned the stock market, with 43% currently engaged in moderate to heavy buying or selling and 49% waiting for the right opportunity...

Netherby Wealth Management Solutions of Westport, Connecticut, is bringing AdvisorWorks to the market, an integrated front-office operational platform for financial advisers.

In a study about charitable behaviors of high-net-worth households, Bank of America Merrill Lynch found that giving is as important as before the recession, but many are giving...

FolioDynamix and Scott & Stringfellow announced today the launch of a new unified managed account (UMA).

Merrill Lynch’s “Affluent Insights Quarterly Survey” took a closer look at the state of affluent small business owners in America.   

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

A study released this month provides evidence to what many drivers already suspected–the model of your car likely impacts your chances of getting a speeding ticket.    

MetLife said its 8th Annual Employee Benefits Trends Study approximately one out of two Gen Y employees does not feel very confident about their ability to make the...

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

An MFS Investment Management survey found misperceptions regarding asset allocation and retirement readiness. 

Fifty-two percent of those in a recent Sun Life Financial poll expect to work at least three years longer than planned, and as many people expect to retire...

Vanguard says that by reducing the minimums for the ultra-low-cost Admiral Shares, nearly 2 million shareholders in 52 funds will benefit.

State Street Corporation has enhanced its wealth manager services capabilities.

Windham Capital Management revealed the “Windham Tactical Portfolio,” an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles.

A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...