[unable to retrieve full-text content]

https://wealthcreationinvesting.com/2019/12/05/261275/

J.D. Power’s 2019 U.S. Wealth Management Mobile App Satisfaction Study reviewed client satisfaction with wealth-management mobile apps based on five factors: 1) Range of services; 2) Clarity of information; 3) Ease of navigating app; 4) Appearance; and 5) Speed of screens loading. The latest results are based on responses from 2,892 clients of full-service and […]

© Maskot/Getty Images Last month, I found out my cat had hyperthyroidism and needed a $2,000 radiation treatment to cure her. A week later, my truck started having problems shifting into gear, signaling that an expensive transmission repair might be on the way. Load Error At one point in my life, these crises would have […]

CAMP HILL, Pa., Dec. 3, 2019 /PRNewswire/ — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization. Brian Lauer and Patrick Barry each joined CWA on November 1, 2019 in order to offer expanded independent financial […]

Users’ satisfaction with wealth management apps trails that for firms’ other apps like credit card, retail banking, and insurance, a J.D. Power study found.  Michael Foy, the senior director of wealth and lending intelligence at J.D. Power, said in a statement that the “stakes are incredibly high” for wealth management firms, pointing to rising competition.  […]

**NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES**VANCOUVER, British Columbia, Dec. 03, 2019 (GLOBE NEWSWIRE) — Wealth Minerals Ltd. (the “Company” or “Wealth”) (TSXV: WML; OTCQX: WMLLF; SSE: WMLCL; Frankfurt: EJZN) arranged a non-brokered private placement (the “Placement”) of up to 7,500,000 units (the “Units”) at a […]

Alabama Trust Fund, Montgomery, rehired Callan as investment consultant for the $3.3 billion sovereign wealth fund overseeing the state’s oil and gas royalties. The search was launched in September because the fund’s contract with Callan was set to expire early next year, said Cory Rambo, director of the trust fund’s fiscal operations division. AndCo Consulting […]

In my financial planning practice, most of our clients are young (in their 30s and 40s), making good incomes (usually $200,000 or more as a household), and ambitious with their savings goals (like the ability to choose whether or not they work at least a decade before they hit the official retirement age of 67). […]

The start of December is testing this Teflon stock market. Wall Street’s off to a rough Tuesday after U.S. President Donald Trump said a China trade deal might have to wait until after the 2020 election. That came after the worst day for stocks in eight weeks. We best just move on, to the call […]

TORONTO, Dec. 3, 2019 /CNW/ – Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that effective immediately, the following changes will be made to its Wealth Management leadership team. Mario Addeo, formerly EVP, Head of Private Client Solutions, is appointed to Vice Chair, Private Client Group. In […]