The Phoenix Companies, Inc., introduced a “first-to-die” universal life insurance product that covers two lives under one policy, designed for married couples or business partners.
Curian Capital, LLC, announced the launch of the Curian Custom Wealth Platform, a unified managed household (UMH) solution offering investors an aggregated view of their Curian holdings.
While most advisers offer employer benefits retirement planning services, only a quarter of clients use those services, according to research from Cerulli Associates.
Days after Bank of America (BofA) announced the appointment of Sallie Krawcheck to run global wealth and investment management, Daniel Sontag said he will leave BofA, according to...
When asked to rank their clients’ greatest concerns as of the second half of 2009, advisers overwhelmingly (70%) chose “greater chance they’ll outlive their money.”
The financial adviser is the most important aspect of overall investor satisfaction with full service investment firms, comprising 30% in 2009—an increase from 22% in 2008, a new...
Mitch Cox has been named Managing Director and Head of the Global Investment & Product Office (I&PO) at Barclays Wealth, a global wealth manager and adviser.
Most millionaires stuck with their advisers through the market crisis, but one in 10 stopped working with their adviser, according to an annual study by Fidelity.