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Latest Wealth Management Stories

2014-07-16 23:11:30

Robert Papa joins McLean Asset Management Corporation as a Wealth Manager McLean, VA (PRWEB) July 16, 2014 McLean Asset Management Corporation (“McLean”) announced today that Robert Papa has joined the firm as a Wealth Manager. Mr. Papa, CFP®, has nineteen years of experience working with clients. Rob is passionate about providing and directing his clients to solid, strategic, financial and investment options which can enable them to meet both their current and future goals....

2014-07-15 12:34:39

Integration Provides a Scalable and Customizable Way to Seamlessly Rebalance Thousands of Accounts WALNUT CREEK, Calif., July 15, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for financial advisors, announces that its ASI Portfolio Rebalancing Solution(®) has been implemented by Scottrade(®) Advisor Services, a leading custodian for independent advisors. Financial advisors who rely on Scottrade(®) Advisor Services' custodial platform can...

2014-07-14 23:07:26

ReportsnReports.com adds “Dominican Republic Wealth Report 2014” report to its research database. Dallas, Texas (PRWEB) July 14, 2014 There were 10,519 HNWIs in the Dominican Republic in 2013. These HNWIs held US$43 billion in wealth, and their wealth per HNWI was US$4.1 million. In 2013, Dominican Republic HNWI numbers increased by 5.5%, following a 6.5% increase in 2012. Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of Dominican...

2014-07-14 23:06:24

ReportsnReports.com adds “Paraguay Wealth Report 2014” report to its store. The study covers the high net worth individual (HNWI) population and wealth management market in Paraguay. Dallas, Texas (PRWEB) July 14, 2014 There were 5,935 HNWIs in Paraguay in 2013. These HNWIs held US$21 billion in wealth, and average wealth per HNWI was US$3,538,331. In 2013, Paraguayan HNWI numbers rose by 7.9%, following a 1.2% decrease in 2012. Growth in HNWI wealth and volumes is expected to improve...

2014-07-11 08:27:08

LONDON, July 11, 2014 /PRNewswire/ -- RFA, trusted technology advisor to investment management clients for over two decades, today announced the opening of its London office. Located in the heart of Mayfair, RFA's London office will extend RFA's comprehensive technology portfolio with a local presence in the United Kingdom. The opening of the UK office represents RFA's continued progress from an industry pioneer to a leading global firm. RFA now serves over 520 firms including some...

2014-07-10 08:28:41

Founder of the Law Offices of Shane Smith Is a Former U.S. Army JAG Corps Member Who Practiced Criminal Defense Before Turning to Personal Injury Law PEACHTREE CITY, Ga., July 10, 2014 /PRNewswire/ -- The Founding Attorney of The Law Offices of Shane Smith, Shane Smith is known throughout the region around his home base of Peachtree City, Georgia for his stellar work as a personal injury attorney over the past ten years. But if Smith's vision of how he wants the firm to expand is...

2014-07-08 08:28:03

Inaugural List Cites Asset Growth, Compliance Record as a Few Top Criteria for Selection OMAHA, Neb., July 8, 2014 /PRNewswire-iReach/ -- Recognition for Carson Wealth Management Group as a top financial advisory firm has gone international. The London-based publication, Financial Times (FT), has named Carson Wealth Management Group as a top 300 registered investment advisory firm in the U.S. The FT is one of the world's largest business news organizations with more than 655,000...

2014-06-27 20:21:16

Successful advisors focus on relevancy and timely delivery of client communications over office meetings OMAHA, Neb., June 27, 2014 /PRNewswire-iReach/ -- If research and anecdotal evidence continues to point to a lack of communication as the top reason investors fire their financial advisor, then why are advisors meeting face-to-face less often with their clients? Flexible, more efficient alternatives are on the rise. Photo - http://photos.prnewswire.com/prnh/20140627/122568 According to the...

2014-06-25 23:14:36

AGDelta, a leading and award winning global provider of Digital & Electronic Trading Solutions for Private Wealth Management, has appointed Simon Wong as Business Development Director, and Head of Greater China with responsibilities for all aspects of business development in Asia including sales, marketing, partnerships, and new market development. Singapore (PRWEB) June 25, 2014 Simon has over 15 years of sales management and business development experience. He started his career as...

2014-06-25 12:23:48

MIDLAND, Texas, June 25, 2014 /PRNewswire/ -- Burleson LLP, a full-service law firm devoted primarily to the oil and gas industry, will host a new seminar in its ongoing educational series on July 10 titled, "Preserving Multi-Generation Oil and Gas Wealth under the New 'Death Tax' Paradigm." http://photos.prnewswire.com/prnvar/20130108/DA38500LOGO The complimentary event, which will be held from 11:30 a.m. to 1 p.m. at the Petroleum Club of Midland at 501 West Wall Street, will highlight...


Word of the Day
call-note
  • The call or cry of a bird or other animal to its mate or its young.
'Call-note' is newer than 'bird-call,' which originally referred to 'an instrument for imitating the note of birds' but now also refers to 'the song or cry of a bird.'
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