Tag: Wealth Management

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.

 Leawood, Kansas-based Bukaty Companies has merged with Kansas City-based wealth management pioneer The O’Renick Companies.

The system, WealthCentral, allows registered investment advisers (RIAs) to integrate several programs into one centralized website.

The investment software firm says the new Web-based tool, AlphaFunds, provides advisers with advanced risk analysis and performance measurement capabilities to evaluate mutual funds.  

The American Payroll Association (APA) issued a statement today to alert the public of the potential hit paychecks will take due to expiring tax cuts.   

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

Business owners looking to move on to a different life stage now have a new option. 

 Schneider Downs Wealth Management Advisors, LP has announced a name change for its retirement plan division.

Recent research reveals that while life satisfaction usually rises with income, day-to-day happiness comes from other things.

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments. 

 June 22, 2010 – In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have not rushed to chase performance or...

Account aggregator ByAllAccounts, Inc. and Cornerstone Revolutions, a provider of software and services for independent investment professionals, have announced a product enhancement.

BNY Mellon has made its first wealth management acquisition in Canada.

Bank of America Merrill Lynch plans to launch a discount online brokerage aimed at young and new investors on Monday, according to published reports.

Although 58% of advisers say their clients earn more than is needed to make the Roth IRA conversion under the new rules, a surprisingly small proportion of these...

Advisers responding to a recent survey say clients are at risk of falling short of their financial goals if corrective action is not taken.

Despite a reduction in the advisory force, retail advisers still represented nearly 60% of total mutual fund gross sales for 2009, according to the Financial Research Corporation (FRC).