Tag: Wealth Management

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...

The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...

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.