Of those financial advisors not selling products or services for the newly single or bereaved, many have merely offered female prospects their standard menu of seminars on asset allocation, economic forecasting and college savings plans. While some …
Studies have shown that public school funding in Illinois is regressive: lower income school districts receive significantly less, proportionally, than districts in more affluent areas. And Wisconsin's school budget cuts since the recession have been …
The wealth manager, which offers services for affluent savers, reported a 17 per cent rise in assets under management versus a year ago, taking the total pot of money it looks after to £45.8bn. Chief executive David Bellamy said in an interview with …
Another holdup is that many bank advisers are working with mass-affluent clients with less than $250,000 in assets and most wirehouse accounts require investible assets of greater than $250,000 for the adviser to receive a payout. Still, wirehouse …
The deal supports the company's vision of providing customized financial solutions that help investors achieve their overall investment and retirement goals through access to a full spectrum of advice, service, credit products and innovative investment …
Founded as a life insurance company in 1851, Phoenix offers products and services designed to meet financial needs in the middle income and mass affluent markets. Its distribution subsidiary, Saybrus Partners, Inc. offers solutions-based sales support …
When the Chinese government relaxed its one-child policy last year, the move was welcomed by a number of analysts who pointed at the increased demand for the relevant products and services that stemmed from the increased in birth rate. It is expected …
“In South Korea there is growing demand among affluent consumers for health foods and tonics based on traditional ingredients like velvet and ginseng. Because of New Zealand's reputation for natural, safe and quality-assured product, respected Korean …
Its focus will be on lending to existing brokerage clients – particularly mortgages and loans secured against customers' portfolios of stocks and bonds – but the bank has also examined other products as part of its shift into banking. … The decision …