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Latest Wealth Management Stories

2014-08-27 20:22:57

LONDON, Aug. 27, 2014 /PRNewswire/ -- Reportbuyer.com has added a new market research report: Challenges and Opportunities for the Wealth Sector in Brazil 2014 https://www.reportbuyer.com/product/2166017/Challenges-and-Opportunities-for-the-Wealth-Sector-in-Brazil-2014.html Synopsis- This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.- The report focuses on HNWI performance...

2014-08-25 23:11:58

The rapid growth and funding of online investment advisors called ‘robo-advisors’, reflects a strong demand for low cost, simplified investment management services. Building off their momentum, a firm called Invessence is now arming the best human advisors with the best robot technology. New York, NY (PRWEB) August 25, 2014 Invessence, as in “the essence of investing”, is an early stage financial technology company that has launched a new investment management platform for...

2014-08-19 08:37:28

FinTech Industry Veteran Possesses Strong Track Record of Enhancing Client Relationships WALNUT CREEK, Calif., Aug. 19, 2014 /PRNewswire/ -- Advisor Software, Inc. ("ASI"), a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development. He is based on the East Coast and will be part of ASI's national sales team. http://photos.prnewswire.com/prnvar/20110525/NY08221LOGO Mr. Brown will...

2014-08-13 08:35:06

More RIAs Are Leveraging Portfolio Management Solution to Engage Their Clients Online and Differentiate From Robo-Advisors CHICAGO, Aug. 13, 2014 /PRNewswire/ -- Envestnet | Tamarac((TM)), a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, reports record adoption of its portfolio management and client engagement application, Advisor View((TM)), among...

2014-08-07 23:05:56

Assante Wealth Management has become the latest financial services company to adopt BlueSun’s WealthServ Insurance back office software to support its insurance operation. Burlington, Ontario (PRWEB) August 07, 2014 Simon Tomlinson, CEO of BlueSun, is pleased to announce Assante Wealth Management has become the latest financial services company to adopt BlueSun’s WealthServ Insurance back office software to support its insurance operation. The partnership between Assante and BlueSun...

2014-08-04 23:04:42

Those in the business of wealth management understand the value of carefully calculated risk and the satisfaction of making decisions that lead to success. Wise Business Plans is proud to announce customized, professional plans utilizing the industry-leading Wise process are now available to new and expanding wealth management firms and consultants. (PRWEB) August 04, 2014 "Wealth management is key to financial independence," said Joseph Ferriolo, director of Wise, which...

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...


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