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Wealth Management news




7 Steps to Creating Wealth Now

By David D. Wells Profits are like babies, easy to conceive but hard to deliver. However, once you learn how profits are attracted you can deliver them over and over again. You can even do this from the comfort of your own home. What is it like to work from home earning huge profits? Well, it gets boring at times. You may be wondering, what do you mean it gets boring? You see the key to earning a six-figure income is to know how much you need to make each ...

On the web:



TCU Wealth Management teams up with Qtrade (Investment Executive)
TCU Wealth Management, a subsidiary of Saskatoon-based credit union TCU Financial Group, announced Friday that it has formed a new partnership with Qtrade Financial Group. Qtrade will provide TCU with investment dealer, mutual fund dealer and online brokerage services.


TCU Wealth Management selects a new partner (CNW Group via Yahoo! Finance)
Management from TCU Wealth Management announced today that they have selected the Qtrade Financial Group as their new partner for comprehensive wealth management services, including investment dealer, mutual fund dealer and online brokerage services.


Financial Advisor Blackhaw Wealth Management Opens to New Clients (PR Newswire via Yahoo! Finance)
Austin-based Blackhaw Wealth Management, an independent financial advisor, announced today that it is formally open and accepting new clients. Blackhaw Wealth Management is a Registered Investment Advisor providing investment management services to private clients seeking a high level of expertise and professional portfolio management.


Buy Chinese Stocks Ahead of Rally, UBS Wealth Says (Update2) (Bloomberg)
March 12 (Bloomberg) -- Chinese stocks traded in Hong Kong may gain as much as 20 percent this year and investors should take advantage of any “corrections” to add to holdings, UBS AG's wealth management unit said.


Search FT.com (Financial Times)
Two of Christoph Schenk's hobbies – flying and boating – have little bearing on his job as chief investment officer of UBS 's core wealth management division . The third – collecting gold and silver coins from 19th century Europe – has become curiously relevant.


People in Business (Memphis Commercial Appeal)
Steve Reed has joined Legacy Wealth Management as director of business development. He was former vice president and financial consultant for Retirement Advisors of America in Dallas.


Rich lister's firm under fire again (The New Zealand Herald)
A controversial KiwiSaver provider is under fire for aggressively promoting products to Unitec students.Distributors from Huljich Wealth Management were eventually asked to leave Unitec's Mt Albert campus as a storm grew over...


Huljich deal up in air (The New Zealand Herald)
Mike Pero Mortgages is considering whether to continue with Huljich Wealth Management as its KiwiSaver provider.Mike Pero rebrands and onsells the Huljich funds to its clients. Chief executive Shaun Riley said it was reviewing...


Lorentz appointed president of Manulife Investments (Investment Executive)
Manulife Financial has named Paul Lorentz senior vice president of investment products and president of Manulife Investments – a new position that reflects the company's strategic focus on its wealth management business.


Simon Read: Cracking down on claims management firms (Independent)
The net seems to be closing on claims management companies as the authorities are finally getting tough with them. Claims management companies are the firms which advertise widely on daytime television and in down-market newspapers with promises that people can write off their debts or claim compensation from credit card companies and banks through some legal loophole. The Ministry of Justice ...



 

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