wealth manager Latest News

Net Worth Advisory Group is proud to announce it has been listed as a Premier Advisor of Utah by NABCAP. Additionally, the study recognized Net Worth Advisory Group as the “Exemplary Wealth Advisor” in financial planning in the State of Utah.

Clients love their Financial Advisor Christi Staib, CRPC©, MBA . She was rated highest in overall satisfaction in the Dallas/Fort Worth area for financial advisors for 2012.

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.

Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM Award

Net Worth Advisory Group is proud to announce it has been listed as a Premier Advisor of Utah by NABCAP. Additionally, the study recognized Net Worth Advisory Group as the “Exemplary Wealth Advisor” in financial planning in the State of Utah.

Clients love their Financial Advisor Christi Staib, CRPC©, MBA . She was rated highest in overall satisfaction in the Dallas/Fort Worth area for financial advisors for 2012.

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.

Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM Award

BUYERS BEWARE! As carbon professionals we wish to alert potential investors to the misrepresentations regarding the carbon credit investment opportunity..............

The findings of a new research by MyPrivateBanking Research are disappointing. Only half of the major banks and wealth managers offer mobile application,, but fewer still are those that offer applications that aren’t related to online banking.

A growing number of wealth management firms that focus on high net worth individuals are embracing the notion that clients expect more than just good investment management...

A new study by MyPrivateBanking Research shows that only 22% of wealth managers offer data on fees and only 10% publish performance figures for their discretionary accounts.

James Kuntz, managing director of Pacific Wealth Management, an independent boutique wealth management firm providing investment management services to preserve and grow wealth, has been named a 2011 Five Star Wealth Manager by San Diego Magazine.

BMR Capital Advisors LLC is proud to announce that Bernhard Radtke was selected as a 2011 FIVE STAR Wealth Manager.

60% of surveyed providers have either no activity or are only sporadically active on social networks – Deutsche Bank, Crédit Agricole and BNP have the best social media presences

Longtime advisor Tori Patrick Opens Progressive Strategies Financial Group

FIVE STAR Wealth Managers are selected as a result of a rigorous independant research process. Recipients represent the top 6% of wealth managers in the Milwaukee County area who are featured in the July, 2010 issue of the Milwaukee Magazine.

MyPrivateBanking Research published a new guide on the risks and negative side-effects of ETFs. ETFs became very popular nevertheless clients should be aware of certain risks.

A new study by MyPrivateBanking shows that over 40% of wealthy private clients consider changing banks. Clients of small/medium private banks and direct banks are highly satisfied.

TradeWallStreet International Announces Distribution Agreement With Pioneer Investment Management

TradeWallStreet International Announces Distribution Agreement With MFS Investment Management

TradeWallStreet International Announces Distribution Agreement For J.P. Morgan Products

Ken Rosenbaum, CPA/CRPS joined Buckingham Asset Management, LLC in St. Louis, MO as an investment advisor. Previously, Ken had been with UBS Financial Services for 11 years.

By following a systematic five step process private investors can identify the right wealth manager for their specific needs as detailed in the new MyPrivateBanking.com guide “Choosing the Right Wealth Managers”.

The equity fund returns of the 15 biggest wealth managers and banks worldwide are mostly worse than the respective benchmark indices. During the last 5 years about 80% of the funds have returned below average returns.

Clients of investment advisors and private banks often pay too much for asset management. MyPrivateBanking.com's free guide explains cost drivers and pricing models of distributors of investment products and how clients can cut costs.

MyPrivateBanking.com has created the largest free online database of private banks and wealth managers from across the world. Detailed data on more than 500 providers from 60 countries plus ratings allow clients an easier search and selection.

Snider Advisors, an SEC-registered investment advisor best known for the Snider Investment Method® recognized as a 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager by Texas Monthly magazine.

In the March issue of Orange Coast Magazine, the 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers were announced, including Scott Warner of Life Design Financial, a Fullerton-based financial planning and wealth management firm.

JACKSONVILLE, FL—Jon Castle, CFP®, ChFC®, a local estate and retirement planner, has been included in the “2008 Guide to America’s Top Financial Planners.”

Information Company Inc., a New York-based business information provider, has just released a unique Database of 500 U.S. Family Offices.