Tag: Wealth Management

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.

Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.

A new survey found that Bank of America Corp. (BofA) holds the title of the biggest wealth manager through the end of 2008.

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.

Being a millionaire just isn’t what it used to be.

United Capital Financial Advisers, Inc. (UCFA), launched services for its national network of advisers and regional offices.

Transamerica Insurance&Investment Group (TIIG) launched a resource for financial planners and life insurance professionals to help clients who have children or relatives with special needs.

The financial crisis has taken a toll on the nation’s wealthiest, with almost a third of high-net-worth households losing millionaire status, according to a Spectrem Group report.

NorthStar Systems International, a provider of wealth management software solutions, unveiled the NorthStar Integrated Wealth Planning Solution.

Holistic financial planning has been hailed by many industry studies as the way the advisory industry is moving—and new research suggests it could also be more lucrative.

Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

Greater relationship size doesn’t necessarily mean greater profitability for high-net-worth (HNW) advisers, according to Cerulli Associates.

As of mid-October, only about 20% of high net worth investors (HNW) had contacted their current investment adviser for advice about the financial crisis, new research says.

Retirement plan advisers, like the adviser industry as a whole, will be driven by regulatory trends and see a move toward fee-based compensation, according to TowerGroup.

Capturing high-net-worth (HNW) clients is increasingly focused around a holistic financial outlook rather than generating good investment performance, according to the latest edition of 'The Cerulli Edge—U.S. Asset...