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Asset Management - Wealth Management
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New mobile app provides a look into Fidelity workplace and personal accounts.Be the first to comment
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Firms are continuing to look for ways to better control the client experience. Here are some of the key issues they need to think about if they want to compete.
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Research from Accenture shows that currently advisors don't know their clients very well, but social media can help strengthen the relationship, experts say.
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The remarkable thing about the Dow Jones Industrial Average's new all-time record is how few people give a damn.
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Retail investors' renewed interest in stocks this year continued in February, according to comments from officials at TD Ameritrade and E*Trade.
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Clients of Charles Schwab up trading in January as the big retail brokerage firm reported an 8 percent increase in average daily trades from a year earlier.
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Wall Street's industry-funded watchdog is pulling back from a campaign to expand its powers so that it would oversee 11,000 registered investment advisers.
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TD Ameritrade introduced a trading tool that will shed light on small investors' engagement with the stock market.
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After Hurricane Sandy ravaged parts of the East Coast, a gunman massacred 20 school children in Connecticut and a long, contentious election campaign was followed by a near failure to resolve the "fiscal cliff" issue, many Americans seem to be in a sour mood as 2013 begins.
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Merrill Edge has launched an app called Face Retirement.
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The company's distribution arm%2C through compromise and innovation%2C launched an iPad app to help its advisors sell better to clients.
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Managing customer interactions across channels is a challenge for all financial firms. Customer experience management platforms can help streamline the customer's experience.
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As consumers of information shift their habits to tablets and smartphones, Merrill Lynch Global Wealth Management launched a channel on Flipboard, a popular, free app, where users can aggregate news and social media content.
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Warren Buffett, the legendary investor who changed the debate about U.S. tax reform in 2011 with a call for the rich to pay more, is now calling for minimum tax rates for millionaires.
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Allowing income tax rates to rise for wealthy Americans would not hurt U.S. economic growth much in 2013, the Congressional Budget Office said.
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When it comes to good customer service, sometimes the little things count more than complex technology or innovative tools.
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Merrill Lynch Wealth Management's main brokerage force shrank by 75 financial advisers in the third quarter, a sign the company continues to struggle in its industry's war for talent.
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Barclays' new chief executive set the course firmly towards retail banking with his first deal since replacing Bob Diamond.
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Canadian banks and telecom providers are scrambling to introduce smartphone digital "wallets," but the dream of completely abandoning cash in is likely several years away.
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What do you get the client who has everything? An evening at a sleep school to get tips on how to beat insomnia? Advice on finding the right school?
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Morgan Stanley agreed to buy the rest of a brokerage joint venture from Citigroup at a lower-than-expected price valuing the business at $13.5 billion.
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Trading volumes at TD Ameritrade and E*Trade tumbled 37 percent in August as uneasiness about the global economy kept Main Street investors away from the equities markets.
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Seventy percent of capital markets users will buy or upgrade a tablet in the next 18 months, according to a S&P Capital IQ study.
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Julius Baer is to buy Bank of America's non-U.S. Merrill Lynch wealth manager.
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Creating apps for retail investors generally has been the top mobile priority for Wall Street firms. But as the technology continues to advance, retail apps are proving valuable for professional traders as well. Here are 10 top apps that are storming the Street.
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