Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
How Do Wealth Firms Stay Efficient?
A SunGard study asks leaders how they grow in the face of rising operating costs and regulations.
Top 10 Wealth Zones With the Most Advisors
In the second slideshow on these Wealth Zones, devised by AdvisorOne research, residents also have high incomes but with a lot of advisors among them.
BlackRock, SunGard Launch DC Plan Support
BlackRock and SunGard announced Monday a new technological platform that will "support the broader use of funds generating lifetime retirement income within corporate defined contribution (DC) plans."
The Risk Manager: Controlling Risk by Preparing For Change
What are you doing to prepare for the changing face of wealth?
SunGard identifies 10 wealth management trends
Asset growth strategies will continue to be one of the main goals for firms in 2010 as they struggle to reduce costs by improving advisors'...
The Longevity Race
Perfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...
Today's changing financial services industry is faced with a stunning number of new challenges. But clearing firms -- duking it out in their ever-shrinking arena...
FRIAG President Carey Takes New Role
William C. Carey, who since July 2005 has been president of Fidelity Registered Investment Advisor Group (FRIAG), is taking on a new role at Fidelity Investments Institutional Services Company (FIIS), as EVP of national accounts, effective November 1. During his tenure as FRIAG president, the business grew from $144.8 billion...
On the Workbench at Sungard: Offering a Helping Hand
Salt Lake City-based SunGard puts a big emphasis on providing help for users of its platform. However, the financial services software firm's edge, it believes,...