by
Karen DeMasters
Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.
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by
Karen DeMasters
The use of social media increases with wealth level, but decreases
with age level, as might be expected, according to a new study by
Spectrem.
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Facebook Inc.'s $16 billion initial public offering has made 28-year-old
Mark Zuckerberg the 29th richest person on Earth.
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by
Karen DeMasters
ACE Private Risk Services is offering expanded insurance coverage to
high-net-worth clients that protects against identity theft.
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The investment practices of the majority of millionaire households are
being impacted by the European sovereign debt crisis, says a new study
by the Spectrem Group.
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by Robert Fiore
Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.
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Equilar, a provider of executive compensation data, is offering those
who manage money a social-networking tool to attract high-net-worth
clients.
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by Bob Shepro
Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.
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by Elaine Spang
Wealth managers need to develop security measures across all aspects of their office operations.
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by Ritch Gaiti
The rise of "cloud computing" could lead to better and cheaper wealth management technology.
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