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This section provides news, objective article, commentary, videos and blogs on technology that allows wealth managers to better serve their clients. This section also contains articles about wealth management technology, trends with wealth management strategy and best practices.
Asset Management » Wealth Management
Sentence Puts Madoff into 100-Year-Plus Group
June 30, 2009When Judge Denny Chin sentenced Bernard Madoff to 150 years in prison, he catapulted him into a small class of white collar criminals facing more than a century behind bars..The Bigger Questions Post Madoff
June 30, 2009 Even as Ponzi king Bernard Madoff goes away to prison for the rest of his life and then some, there are still so many unanswered questions — both big and fundamental.Xpyria Automates Trading Via Simple Workflow
June 16, 2009 Pittsburgh investment advisory firm uses document management software to automate trades, document reviews.Washington Trust Continues CRM Rollout
June 16, 2009 Washington Trust Wealth Management is engaged in an enterprise rollout of customer relationship and business intelligence software.U.S. Financial Planner Arrested on Fraud Charges
June 10, 2009 A U.S. money manager who helped start a financial planning firm has been arrested on charges of defrauding clients of millions of dollars by stealing from their accounts, authorities said Wednesday.Madoff Sons Have Not Spoken to Parents
June 04, 2009 The sons of confessed thief Bernard Madoff have not spoken to him or their mother since he told them in December he had orchestrated a massive Ponzi scheme at the family-run firm, Vanity Fair magazine reported.Laserfiche Offers Recession-Friendly Workflow to RIAs
June 03, 2009 Registered investment advisors and independent broker/dealers are being offered workflow and document management technology for $1,500.China Wealth Management Market Has Huge Potential
June 02, 2009 The market is expected to reach US$700 billion in 2014, almost doubling what it was in 2007, according to a new report from Celent.DTCC Creates New Web Portal To Its Managed Accounts Service
Breakaway Brokers Taking Client Assets With Them
The Life Management Group Selects Adhesion’s Wealth Management Platform
E-trade Launches iPhone App
Extreme Makeover: Broker Workstation Edition
Sungard Offers Hosted Wealth Workstation
Wall Street’s Future: Specialized, Transparent, Less Profitable
Citi Appoints McWhinney to Head Wealth Management
Raymond James Buys Browser-Based Market Data Terminals
Wyoming Brokerage to Upgrade Wealth Management Platform
Firstrade Links to Broadridge’s Investor Social Networking Site
EMoney Advisor Launches Enhanced Wealth Management Solutions
Fiserv Launches Message WorkFlow Manager for Managed Accounts
Thomson Reuters Offers Account Data Feed to Financial Advisors
UBS Provides Thomson Reuters News For Its Financial Advisors
WeSeed Looks to Provide Wall Street With a Cash Infusion
Market Volatility Means Financial Advisors Are Finally Going Mobile, Says New Survey
Navy Federal Asset Management to Offer Managed Accounts
Adhesion’s New UMA Platform Emphasizes Transparency and Paperless workflow
Retail Financial Services Firms Must Adapt to Changing Landscape
What Millionaires Want From Brokerage Websites
Virtual Investing Site WeSeed Uses Celebrity Gossip to Attract the Un-Invested
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