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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Fidelity Introduces WealthCentral App for iPads
By Marlene Y. SatterFidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
January 06, 2012
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!Its human nature see what others are doing before we act, but stealing a page from your competitors play book could be the worst thing you could do.
December 26, 2011
Alone With Your ThoughtsWho in their right mind wouldnt want to be a financial advisor? The money, the exotic award vacations and the freedom of running your own business are just a few of the reasons many are drawn to the career. Its one of those jobs that outsiders look at and say,...
December 22, 2011
Prudential Foundation Provides $655,000 in GrantsThe Prudential Foundation will assist food banks across the country feed families in need.
December 22, 2011
Week in Pictures | December 23, 2011Two starkly different statesmen pass, lenders take out billions of low-interest loans from the European Central Bank, the Payroll tax saga drags on and Bradley Manning, quite possibly the most polarizing figure in the country, faces a military hearing. This and more in this week's Week in Pictures.
December 20, 2011
A Christmas RantDo you ever read or watch the interviews on Bloomberg.com? Bloomberg, like its competitor Reuters, is synonymous with investing.
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 13, 2011
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; InvestingAt Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.