Research / WMIQ

Experts assess trusts-and-estates-related articles published in the first half of 2010

Last Thursday, Morgan Stanley announced that employees on the banking and brokerage sides of the firm who get a substantial bonus—everyone from bankers to traders to branch office managers—will now be seeing 35 to 50 percent of that...

U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they’re not doing enough about it, says a recent report from Aite Group. Most banks are focusing their efforts on cross-selling brokerage...

Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren’t completely on board yet.

Fidelity, known for equities in the 90s, did it with its move into bond funds. Janus, known as a growth shop during the tech boom, was able to do it with its move into mixed-asset funds. Now Pimco is launching a new fund line in equities. Of...

During an investor webinar Tuesday, Morningstar’s ETF team shared some of their best ideas for investing in ETFs in 2011 and provided a look inside their own portfolio. Overall, they recommended investors tilt their portfolios toward...

While it is commonplace, managing personal wealth inside an operating company is hardly ideal, and may, in fact, be detrimental to the long-term interests of both the family and the business, according to family business experts.

Merrill Lynch said today it is rolling out a new pricing program that provides incentives for customers to hold $50,000 or more in BofA deposit accounts or Merrill Edge investment balances. The program, called Platinum Privileges, provides...

Non-traded real estate investment trusts (REITs) are on track to raise $8 billion in 2010, a 31% increase over 2009, according to research firm Robert A. Stanger & Co., a prominent real estate investment banking firm specializing in non-listed...