Latest Wealth Management Stories

2015-01-13 08:28:05

Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history NEW YORK and SINGAPORE, Jan.

2015-01-09 23:05:57

FinFolio’s Portfolio Management Software has enhanced client performance report distribution by adding an email distribution option. Denver, CO.

2015-01-05 23:00:21

Oakbrook Solutions, a leading systems, process, and delivery expert for the wealth management industry has been shortlisted for the 2015 Family Wealth Report Awards in the category of Management

2014-12-19 08:25:20

ATLANTA, Dec. 19, 2014 /PRNewswire/ -- Sending holiday cards and gifts to clients might be standard practice for many companies at this time of year.

2014-12-17 08:34:08

Envestnet to Streamline Advisor Services to Position Organization for Ongoing Growth CHICAGO, Dec. 17, 2014 /PRNewswire/ -- Envestnet, Inc.

Word of the Day
  • In Roman antiquity, the return of a person who had been banished, or taken prisoner by an enemy, to his old condition and former privileges.
  • In international law, that right by virtue of which persons and things taken by an enemy in war are restored to their former status when coming again under the power of the nation to which they belonged.
The word 'postliminy' comes from a Latin word meaning 'threshold'.