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Asset Management » Wealth Management
Great American Advisors to Launch New Fee-Based Advisory Platform
May 28, 2008Cincinnati-based investment firm to deploy FundQuest platform, servicesClient Relationships Are Key for Wealth Managers
May 28, 2008 Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.Citisoft Hires Christopher Connors as Business Development Head
May 23, 2008 The investment management consultant's clients are looking to optimize their operational and IT spend as well as 'improve process efficiency without the funding that has been available in prior years,' Connors says.Magee Joins Information Mosaic as COO
May 23, 2008 Kevin Magee, who will lead the company's expansion, says Information Mosaic needs to continue creating products that will satisfy the needs of a market heavily dependent on customization in order to run its business.Portfolio Rebalancing Tool Scales Up
May 19, 2008 Advisor Software lets firms rebalance 1,000 portfolios at a timeWhat You Don’t Know Will Hurt You
March 27, 2008 Each day investors wake up to more bad news in the financial markets. Worse yet, many thought their assets were safe, only to find out that the financial crisis is hurting even low-risk investments.Correspondent Clearing Workstation Market to Reach $262 Million in 2008, But Providers Are Slacking
March 24, 2008 Aite study finds clearing workstation technology needs improvement, except for Bear Stearns' platform -- a rare jewel among the Bear wreckageWealth Management Firms Need Tech Upgrade
March 14, 2008 As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology.More
Nearly Half of Retirement-Age Consumers Doubt They Can Afford To Retire
Most U.S. Wealth Management Clients Apathetic or Downright Unhappy
Janney Montgomery Scott to Upgrade 900 Financial Advisor Workstations
DTCC Streamlines Managed Accounts
6 Tech Issues Wealth Managers Must Address To Meet Client Expectations
Data Consolidation Can Help Financial Advisers Gain Client Trust
NYSE Specialist Elimination Is Overdue
Fidelity, Thrasher Fund and Cake Financial Take Unique Approaches to Serving Generation X and Y Investors
For Wealth Managers, Specialization Trumps Generalization
Who Will Eventually Foot the Bill for Cleaning Up the CDO and Sub-Prime Mortgage Mess?
Dream Job: No Limits
Deliso Joins DTCC’s Wealth Management Services
Ameriprise Financial Replaces Advisor Technology
Fidelity Continually Enhancing Online Retirement Planning Tools
Financial Technology Firms Receiving Private Equity Funding
Martin
Aite Recommends Improving Advisor Productivity in Wealth Management Market
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Wealth Management Market Continues to Grow
Wealth Managers Turn to Unified Managed Accounts to Better Serve Wealthy Clients
Mellon Focused on Bank of New York Merger and new Private Wealth Management Platform
A Good Year for WMPs
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Most Recent Job Posts:
* Toshiba Medical Research Institute seeking Analog ASIC Specialist in Vernon Hills, IL
* UC Berkeley seeking Remedy Administrator/Developer in Berkeley, CA * Lowe's seeking DC Systems Administrator I in Cheyenne, WY * American Tower Corporation seeking Senior IT Project Manager in Southborough, MA * Graduate School of Library and Info Sci seeking Asst Dean for Infrastructure in Champaign, IL For more tech jobs in the industry, visit Wall Street & Technology's Career Portal. |
