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Latest Wealth Management Stories

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...

2014-06-24 23:10:44

Kyle Ryan, 36, EVP of Advisory Services at Personal Capital was named today to the InvestmentNews 40 Under 40 for pioneering a brand-new approach to advisory services: digital wealth management. San Francisco, CA (PRWEB) June 24, 2014 Kyle Ryan, 36, EVP of Advisory Services at Personal Capital was named to the InvestmentNews 40 Under 40 list of financial advisors who have achieved major success in the industry before turning 40. Kyle pioneered a brand-new approach to advisory services:...

2014-06-23 23:08:43

ReportsnReports.com adds “South Africa 2014 Wealth Book” report to its research database. The report is an evaluation of the local wealth management market. Dallas, Texas (PRWEB) June 23, 2014 There were 47,464 HNWIs in South Africa in 2013. These HNWIs held US$200 billion in wealth, and wealth per HNWI valued US$4,210,717. In 2013, South African HNWI numbers decreased by 2.7%, following an 8.5% increase in the previous year. Growth in HNWI wealth and volumes is expected to improve...

2014-06-13 12:27:24

DALLAS, June 13, 2014 /PRNewswire-iReach/ -- ReportsnReports.com adds "Ultra HNWIs in Brazil 2014", "HNWI Asset Allocation in Brazil 2014", "Challenges and Opportunities for the Wealth Sector in Brazil 2014" and "High Net Worth trends in Brazil 2014" new market research reports to its store. (Logo - http://photos.prnewswire.com/prnh/20140612/117522) The report reviews the performance and asset allocations of Ultra HNWIs in Brazil, and highlights top-performing cities. It also includes an...

2014-06-10 08:38:17

ROTTERDAM, the Netherlands, June 10, 2014 /PRNewswire/ -- Ortec Finance, a global provider of technology and advisory services for financial risk and return management, today announced that IBM has selected its industry-leading performance attribution technology to enhance IBM's Algo Risk Service on Cloud with Ex Post Performance and Risk. The service is available immediately. After a careful evaluation, IBM selected Ortec Finance for its outstanding performance attribution...


Word of the Day
snash
  • To talk saucily.
  • Insolent, opprobrious language; impertinent abuse.
This word is Scots in origin and probably imitative.