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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 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.
Wall Street & Technology May 28, 2008 Cory Levine	Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.
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?
Wall Street & Technology January 23, 2007	A Good Year for WMPs North American sales of wealth management platforms are expected to remain strong, reports Celent in its recent ranking of WMP vendors.
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.
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 February 12, 2007 Cory Levine	The Debate Over Execution Management Systems Vs. Order Management Systems Over time, the current debate over the value of execution management systems versus order management systems will become irrelevant to investment institutions.
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.
Financial Advisor March 2012	Keeping Up In An Evolving Space Scalability. Profit pressures. Self-directed investing. Increased use of mobile applications. These are some of the trends to watch in the financial advisor industry in coming months.
Wall Street & Technology April 11, 2008 Cory Levine	Hedge Funds Say Technology Is Critical to Business Hedge funds are focusing their technology efforts on improving automation around OTC derivatives, as well as adding collateral management technology and exerting better control over prime brokerage charges and rates, according to a new Aite survey.
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?
Registered Rep. July 7, 2011 John Aidan Byrne	Good On-boarding A Key Competitive Edge For Wealth Management Firms Good on-boarding can be a selling point with advisors and their clients, who may be convinced to give the firm a larger share of their assets, while poor on-boarding efforts can cause clients to pull their business.
BusinessWeek May 23, 2005 Michael J. Mandel	Sure, The Trade Deficit Is Scary -- But We Can Handle It America's wealth is growing fast enough to easily cover its debt.
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.
Wall Street & Technology March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
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.
Financial Planning October 1, 2010	Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained.
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
Financial Planning October 1, 2005 Len Reinhart	Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive.
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 Planning June 1, 2005 Len Reinhart	Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement.
Wall Street & Technology October 26, 2005 Anthony Guerra	A Slice of the Boomer Pie Financial firms are upping wealth management spending and examining enterprisewide solutions in hopes of luring mass-affluent clients.
Financial Planning April 1, 2005 Ed McCarthy	2015: The Boomers Hit Retirement The advice they'll want isn't the kind you're used to providing. Financial advisers who wait to implement the changes needed to serve boomers might miss the market.
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.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
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.
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.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
IndustryWeek October 1, 2007 Jonathan Katz	Efficiency Boosts Productivity Increased employee output increases productivity.
Registered Rep. April 16, 2010 Jerry Gleeson	Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
Wall Street & Technology December 18, 2007 Les Kovach	Retirees Seldom Move Assets A new report suggests that once retirees have entrusted their assets with certain firms, they tend to stay there.
Registered Rep. April 7, 2011 John Aidan Byrne	Report : Wealth Management Firms To Jack Up CRM Spend Wealth management firms are expected to invest heavily in customer relationship management technology over the next three years, according to a new report from Aite Group.
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?
BusinessWeek October 14, 2010 Tom Keene	Tom Keene's Econo Chat James Glassman, senior economist for JPMorgan Chase, talks about jobs.
Wall Street & Technology November 18, 2005	Workstation Vendor Ratings When it comes to broker workstations, Aite Group reports a highly competitive market in which both small and large vendors are scrambling to meet the changing needs of the financial adviser workforce.
Financial Planning September 1, 2010 Marion Asnes	Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?
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.
Wall Street & Technology March 20, 2006	Nothin' But .NET With systems integration capabilities a key factor for financial firms in vendor selection, technology providers increasingly are adopting Microsoft's .NET framework as a basis for product lines.
Financial Planning December 1, 2005 Len Reinhart	Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology.
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.
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 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.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
Registered Rep. July 5, 2012 Jerry Gleeson	Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year.
Financial Planning February 1, 2006 Marshall Eckblad	The Cost of Inefficiency As demand for competent wealth management grows, the need for efficient and successful business operations is greater than ever for advisory firms.
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...