Client Affairs
May 12, 2014

EXPERT VIEW: Re-Thinking The Link Between Client Satisfaction, Advisor Pay

Client Affairs
February 24, 2014

INTERVIEW: Optimizing Family Wealth Decisions - New Book

Here is an interview Dr Richard Orlando, founder and CEO of Legacy Capitals, about his new book,

Client Affairs
February 4, 2014

Barclays CEO Spurns Offer Of Bonus

At the end of what has been a tough period with restructuring of areas such as wealth management,

Client Affairs
January 22, 2014

EXCLUSIVE: SunGard Says Two Heads Are Better Than One - The Advisor-Client Digital Mash-Up

James Pershing, partner, SunGard Consulting Services, and wealth management practice lead, writes

Client Affairs
January 2, 2014

Year-End Brokerage Re-Balancing Orders Did Not Cause Tech Glitch At Morgan Stanley

Morgan Stanley Wealth Management was reportedly hit with a technology issue that affected the

Client Affairs
December 20, 2013

Younger Wealth Management Clients Are More Eager To Make Referrals - Study

The age of a client and length of time he or she has been served by a private bank makes a

Client Affairs
December 18, 2013

Onboarding Specialist Appway Looks Back On Strong Growth, Eyes More Hires

Appway, the on-boarding specialist firm headquartered in Switzerland, looked back on what it said

Client Affairs
December 9, 2013

Cerulli Identifies "Advice Opportunity Households" For US Financial Providers

Around a quarter of US households in which the inhabitants are aged 50-59 are an “advice

Client Affairs
December 9, 2013

UK Wealth Manager Opens Up Funds Range To External Clients

London-headquartered wealth management and investment advisory firm, Plurimi, has said it will open

Client Affairs
December 6, 2013

Cyber Attacks: The “New Normal” For Financial Services Industry - Booz Allen

There are “acute concerns” about cyber security risk management in what Booz Allen describes as