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Where do most of the wealthy live? These three countries
U.S., Japan and Germany have most HNWIs, new study finds; also, report says the rich getting, well, you know
Workers more likely to retire after strong market performance
Workers are more likely to retire after a period of strong equity returns, but they may be leaving the workplace at a time when their nest eggs are at the most risk.
Troubles aplenty, but Bank of America still largest wealth manager
Now sitting on nearly $2 trillion in assets; it was a very good year for BNP Paribas
BofA’s Krawcheck gives Sieg expanded wealth management role
Bank of America Corp.'s retirement services head Andrew Sieg will now be responsible for a unit managing investment products.
It’s Dimon’s world
JPMorgan Chase & Co. dominates New York like no other bank dominates a U.S. city
Elder financial fraud claiming nearly $3B
Ah, retirement. Golf. Cruises. Leisurely walks. And getting financially abused by family members, strangers and businesses.
GAO pans financial literacy programs
A federal certification would strain resources; some simple approaches help
Deep pockets get deeper worldwide, study finds
The world's wealthiest individuals are back in the black, according to the 15th annual World Wealth Report, released last week
Couples: Talk about retirement plans, finances
A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.
What Bill Gross and Warren Buffett now have in common
Bill Gross, who runs the world's biggest bond fund at Pacific Investment Management Co., said Treasuries “have little value” because of the growing U.S. debt burden.
RIA firm leaders talk scale, regulation, succession planning
Powerhouses of the RIA industry - Jeffrey McCallum, David Barton, Ric Edelman and Tom Muldowney (clockwise)- tackle the industry's biggest issues.
Have you seen those commercials about CFPs?
Naysayers aside, the CFP's TV ad campaign, part of a new national public-awareness effort, is just the message the retirement-nervous need to see right now.
How to save wealthy clients from themselves
Emotion can undo the best-laid financial plans. Not surprisingly, wealthy investors say that they want help controlling…
BofA sues $5.9B breakaway team over ‘trade secrets’
Bank of America Corp. won a court order temporarily blocking four former employees from using and sharing the bank's client records at their new employer, New York-based Dynasty Financial Partners.
LPL to buy Concord Capital
LPL Financial will acquire Concord Capital Partners, the first acquisition for the independent broker-dealer since its parent company --LPL Investment Holdings-- went public in November.
Rockefeller snags ex-Goldman exec as new CEO
Ten months after the death of its former chief executive, wealth management firm Rockefeller Financial today hired Reuben Jeffery III, a former government official and Goldman Sachs' executive, as its chief executive.
Family offices fret over Dodd-Frank disclosures
The financial-reform law is threatening the privacy of some of America's richest families.
Advisers are ahead of the game on DOL rule compliance
Instead of standing on the sidelines waiting for a number of long-awaited Labor Department rules to take effect, advisers are figuring out how things will change and are wasting no time as they gear up
Where the world’s wealthiest clients are — and will be
The cumulative wealth of the world's richest households will more than double, to $202 trillion over the next ten years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics.
Even the affluent have retirement jitters
Despite healthy incomes, many spend too much and save too little
