Wealth Management

SPONSORED BY: IMCA

  • High Net Worth Survey: More Pessimism, Fewer Advisors

    The number of high net worth (HNW) Americans functioning without a financial advisor has risen to 41%, a record high finding for the just-released Phoenix Wealth Survey.

  • Boutique Investing

    Wealthy investors are cashing in on commodities, real estate and hedge funds.

  • Reducing Retirement Anxiety

    As retirees grow older, bad investment behavior increases as they worry about their nest eggs. Now they can stop worrying.

  • Poll Sees Later Retirements

    Unexpected healthcare costs and inflation are top concerns for retirement.

  • The Sweet Spot

    No sooner did JPMorgan Chase announce its acquisition plan of Bear Stearns, than clearing firms across the spectrum started to pounce on Bear's clientele.

  • Volatility Bites

    It's not 2002 again—at least, not yet. But the market roller coaster has challenged investors' discipline and sapped their confidence. Here's how one wealth manager is dealing with the turbulence.

  • RBC's Technology Glitches

    More than a month after RBC Wealth Management converted to a new technology platform, it continues to cause headaches among their advisors and clients.

  • Client Loyalty

    The most common reason affluent investors leave their financial advisors is unreturned phone calls.

  • Advisors Slightly More Optimistic About Economy in April

    Consumer confidence hits five-year low.

  • Small-Bank Challenges, Openings in Wealth Field

    Community banks, which tend to offer more conservative, less sophisticated, and retirement-oriented products to their customers, have had the advantage in recent months over the financial giants.

  • Hedge Fund Investing and Politics

    NYTimes.com: Andrew Ross Sorkin of The New York Times looks at where hedge funds managers have been placing their political bets in the Dealbook column.

  • Weighing the 'Great American Debt Bubble'

    The impact that Kevin Phillips' most recent book, "Bad Money: Reckless Finance, Failed Politics, and the Global Crisis of American Capitalism," will have on the industry.

  • Wealth-Bulletin.com's Power List

    It's the list every wealth manager would like to have at least one client from, according to wealth-bulletin.com: the 6,000 most powerful people on the globe.

  • Top 50 Performers

    BusinessWeek's cover story focuses on the magazine's 12th annual ranking of the best-performing companies in the Standard & Poor's 500-stock index.

  • Money Magazine Names Best Fund Manager

    The best mutual fund manager of our time is Robert L. Rodriguez of the FPA Capital and FPA New Income funds, according to Money magazine.

  • Forest vs. Trees

    The New York Times' "Strategies" column reports that a manager's success at emphasizing sectors in a portfolio is a much better predictor of performance than his or her ability to pick individual stocks.

  • Opening at Treasury

    As investors became extremely concerned with safety and security, the Treasury Department recently made a major change in the way people can invest in Treasury bills, notes, and bonds, The Wall Street Journal reported.

  • Federated Says Profits, Revenue Up

    Federated Investors Inc. said in a preliminary report that its first-quarter net income increased 7.7% from a year earlier, to $55.8 million, or 55 cents a share

  • Most Americans Don't Plan to Spend Tax Refund, Study Says

    Men want tax dollars to go toward national security; women want money to go toward healthcare.

  • BNY Mellon Wealth Unit Looks West

    Bank of New York Mellon Corp. plans to expand its wealth management business westward, using proceeds from last month's deal to sell Mellon 1st Business Bank in Los Angeles to U.S. Bancorp of Minneapolis.