The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
SunGard WealthStation is all about convergence. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations
Los Angeles: "It's been a difficult six months," says Gerald, "We had to let one of our support people go last week, and now we're reevaluating everyone's role—and we could sure use your help."
"Telling clients you'll get back to them when you're plugged in again is probably not a risk you want to take these days," says Alois Pirker, senior analyst with Aite Group, a research and advisory firm focused on business, technology and...
If you cater to high-net-worth clients, they have probably already made significant investments in property and casualty (P&C) insurance to protect tangible assets like property, art, yachts and antique collections.
This week it's the "Sky Houdini," who was caught by authorities in Florida after faking his own death: His wealth management business had been under investigation after he allegedly scammed some clients.
As we enter 2009 with global markets still in turmoil and financial instability continuing to wreak havoc with many investment plans, family offices offer unique solutions to preserve their clients’ multi-generational wealth.
The economic crisis experienced globally in the Fall of
2008 will have an impact on the behaviors and attitudes
of investors that will forever change the way individuals
invest, utilize advisors and rely upon financial
services organizations.
