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Wall Street & Technology August 27, 2004 Fran Denmark	United, We Stand A consolidated view of clients' holdings may be the Holy Grail of investment management, but is Wall Street ready?
Wall Street & Technology October 17, 2007 Penny Crosman	Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge?
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Bank Systems & Technology March 30, 2007 Nancy Feig	Mass Affluent Customers Seek Wealth Management Services Consumers with enough money for diversified investment products but not quite enough to warrant the attention of private bankers represent a new market and new opportunity for retail banks.
Wall Street & Technology March 26, 2004 Jessica Pallay	If You Build It, Will They Come? As wealth managers battle for assets, CIOs are increasingly turning to outside vendors to build best-of-breed technology solutions.
U.S. Banker April 2010 John Hintze	A Wealth of Progress Bank of America aims to turbocharge cross-selling between its banking and wealth management units and move a step closer to building a true one-stop shop.
Wall Street & Technology January 5, 2004 Jim Middlemiss	Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management.
Wall Street & Technology February 23, 2009 Mark Halverson	Retail Financial Services Firms Must Adapt to Changing Landscape With investors' trust shaken, firms need new approaches to working with wealth management clients.
Wall Street & Technology April 27, 2009 Penny Crosman	Extreme Makeover: Broker Workstation Edition A quest for increased adviser productivity and a forthcoming cost-basis reporting law are driving wealth management technology integrations and upgrades at Canada's largest brokerage, RBC Dominion Securities, and U.S. advisory firm Silver Bridge as well as others.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
Bank Technology News January 2007 Glen Fest	Wealth Management: A Turf War to Win the Rich Wealth platform functionality is forging a battle between brokers and banks.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Wall Street & Technology March 14, 2008 Cory Levine	Wealth Management Firms Need Tech Upgrade 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.
Financial Planning July 1, 2005 Kathy Gevlin	Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed.
Wall Street & Technology January 18, 2008 Cory Levine	Data Consolidation Can Help Financial Advisers Gain Client Trust With wealthy individuals employing the services of multiple financial advisers, becoming the most trusted adviser now requires a comprehensive picture of the client.
U.S. Banker February 2008 Anthony Malakian	New Tools Empower Today's Time-Strapped Advisors Over the last five years, many new products have emerged to help advisors construct well-rounded portfolios and monitor their progress, all the while saving the advisor and client time.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Wall Street & Technology February 15, 2007 Cory Levine	Dow Jones Launches Wealth Manager Web Site The Content Technology Solutions division of Dow Jones has launched a Wealth Manager Web site that aggregates news feeds and presents wealth managers with reasons for making contact with clients.
U.S. Banker November 2001 John Hackett	Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline...
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.
Wall Street & Technology March 19, 2007	Aite Recommends Improving Advisor Productivity in Wealth Management Market Aite Group recently released its evaluation of wealth management platforms and noted the importance of improving adviser productivity in an industry experiencing consolidation.
Registered Rep. November 1, 2010 Charles Paikert	Upstart M&T Bank Takes Over Venerable Wilmington Trust The wealth management business got a new, but unexpected major player today: M&T Bank Corp. of Buffalo, which has agreed to buy Wilmington Trust Corporation for $351 million.
Wall Street & Technology November 27, 2007 Melanie Rodier	For Wealth Managers, Specialization Trumps Generalization Wealth managers who use a consultative approach and foster close relationships control twice the level of client assets and command three times the annual income of more-traditional financial advisers, according to a study.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
U.S. Banker July 2010 Howard Stock	Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference?
Wall Street & Technology October 25, 2004 Larry Tabb	Wealth Management: Can a Leopard Change Its Spots? Charles Schwab is in the news again. This time, the news isn't good. Pottruck is out, Charles is back. Wealth management is out, and self-service is back. What went wrong? Was it a failed strategy? A failed implementation? Or both?
Bank Technology News February 2002 Karen Epper Hoffman	Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers...
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
Registered Rep. July 15, 2010 John Byrne	UBS Launches New Wealth Planning Unit Tony Roth, who previously ran the brokerage's private wealth management portfolio advisory group, has been named to lead the new division.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Bank Systems & Technology December 23, 2007 Peggy Bresnick Kendler	Banks Eye Wealth Management Market As baby boomers transition into retirement, the market for wealth management services is more promising than ever.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Registered Rep. May 28, 2009 John Churchill	Big Brands Fall Out of Favor With Wealthy A survey released yesterday of the nation's wealthiest individuals reveals that wealth management's biggest, most powerful brands -- including UBS, Wachovia, Bank of America and Goldman Sachs -- have lost a lot of credibility with their target audience.
Wall Street & Technology January 5, 2005 Maria Santos	The Alternative Fix As financial-services firms face an increasingly competitive market, more and more institutions are offering non-traditional investments like hedge funds, commodities and futures to satisfy the wishes of their investment-savvy clients.
Wall Street & Technology November 29, 2004 Paul Allen	A.G. Edwards' Grand Plan Deal with Thomson Financial could raise costs in the short term, but it's all part of a long-term technology plan to simplify its infrastructure.
Registered Rep. September 26, 2011 Kristen French	UBS Wealth Management Not For Sale; Analysts Say Don't Rule it Out Completely; Veteran FAs Calm Interim UBS CEO Sergio Ermotti and UBS Chairman Kasper Villiger sent a memo to advisors re-emphasizing that WMA is not for sale, a rumor that has been persistent despite continued denials by executives at the bank.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
Registered Rep. March 1, 2008	The Tools Make The Man Looks like there's quite a market for new wealth-management software tools.
Financial Planning June 1, 2005 Paramjit Mahli	Are Value-Added Programs Working? Financial planners need an array of tools at their disposal to increase and manage their businesses more effectively, and their financial service providers have been promising to help. But are they delivering?
U.S. Banker August 2010 John Hintze	A Taxing New Twist Investors have long been responsible for determining the tax consequences of their securities trades, but starting next year it will be up to their account custodians -- and, indirectly, their financial advisers -- to keep them honest.
Registered Rep. February 23, 2005 John Churchill	Janney Montgomery to Merge with Parker/Hunter Observers say the deal is a sign of things to come, as smaller firms look to acquire economies of scale that will help them compete more effectively in the compliance-intensive brokerage business.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
U.S. Banker November 2009 Steve Garmhausen	Changing Course to Speed Growth What does it take to build a top-notch wealth management organization? In the case of PeoplesBank of York, Pa., it took a bold decision to dismantle a successful in-house program and turn its investment sales over to a group of outsiders.
Registered Rep. March 28, 2012 Charles Paikert	Branch Managers Are Key For Aggregator Growth There is growing demand for their talents in one corner of the wealth management universe: newly formed aggregators who are busy buying up firms and opening offices across the country.
Wall Street & Technology February 27, 2005	Support Needed Financial institutions that want to boost their retail investment businesses need to provide better support to their reps and advisers, according to a recent study by Financial Insights.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Bank Technology News June 2009 John Adams	Madoff Backlash Increases Need For Self-Service Tools Bernie Madoff's journey to jail has had a lot of fallout, including effects on wealth managers who now have a new dynamic on their hands: scared clients with shrinking assets who've also lost faith in the wealth management profession.
Bank Technology News January 2008 Michael Sisk	Trust Technology: Remaking Trust for the 21st Century After resisting most change to their business model for 30 years, trust departments across the country are starting to adopt new technologies that are invigorating wealth management industry.