Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Seventy percent of affluent Americans feel that preserving wealth is their most important goal, according to a survey released by the Lincoln Financial Group of Philadelphia. Right behind preserving wealth was avoiding excessive taxes, listed by...
Matt Johnston, director of business practice management at Salomon Smith Barney, said at the Institute for Certified Investment Management Consultants Conference in New York June 7 that “over the next three to five years, 70% to 80% of...
After months of design and programming and more than a year of planning, a completely new, state-of-the-art CBOE.com made its debut in June, bringing a wealth of valuable options investment information to you and your clients’ fingertips 24...
Although retail investor complaints about account transfer problems outnumber any other gripe, two wirehouse executives insist transfer tie-ups are no big deal. They are just part of doing business, they say. Stan O’Neal, president of...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Financial Planning Association may oppose SEC nominee over controversial rule ATLANTA-- The...
The year 2000 did not bring positive results in the pension assets versus liabilities equation--and 2001 may be even worse, according to Sean McShea of Ryan Labs, a financial services research company based in New York. According to the company...
CEOs Fail Personal Finance Based upon Wilmington Trust Company and Chief Executive's personal finance survey, indications are that Corporate America's lead executives are better at maximizing their companies' profits than their personal and family...
Editor’s Note: Story update June 20. Adds Salomon Smith Barney comment and details on state certification. Four separate class-action lawsuits have been certified against Salomon Smith Barney, challenging the firm’s Capital...
