Tag: Wealth Management

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.  

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.