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In The Media
FEATURED MEDIA
Financial Times' Professional Wealth Management
WealthTouch CEO comments on private bankers recognizing the need for aggregated reporting in order to compete
JAN / 1
12
Investment News
Using Portfolio Reporting as Your Edge
(authored by WealthTouch CEO, Norman Jones)
NOV / 17
11
Family Wealth Report
How to Get the Young and Wealthy Interested in Reporting
NOV / 10
11
Dow Jones - Financial Advisor
How Not to Lose Younger-Generation Clients
NOV / 2
11
Business Insider
America's Wealthiest Heirs Are About To Come Into A Lot Of Money, And They Have No Clue How To Manage It
OCT / 13
11
WealthBriefing
WealthTouch Partners For Special Reporting Service For Next-Gen
OCT / 12
11
Fast Company
WealthTouch, TILE Will Teach Rich Kids How To Responsibly Manage Their Wealth
JUL / 19
11
The Wall Street Journal
Voices: Norman Jones, on Impact Philanthropy
MAR / 1
11
Bank Technology News
Self Service with an Edge
FEB / 10
11
WealthBriefing Asia
The Growing Demand for Better Wealth Reporting
JAN / 21
11
Bloomberg Radio: The Hays Advantage
WealthTouch CEO Norman Jones featured in a live radio interview on the latest trends in investing
DEC / 8
10
Bloomberg Radio: The Hays Advantage
Live radio interview featuring WealthTouch CEO Norman Jones on the latest trends and perspectives in wealth management reporting
NOV / 5
10
Waters Technology
Automation Now
NOV / 4
10
Financial Planning
People on the Move: Spotlight on Joanne Frawley
NOV / 1
10
Registered Rep
Analysis: Wilmington Acquisition is Coup For M&T
APR / 15
10
Family Business Magazine
Helping ultra-high net worth families keep track of their complex assets
FEB / 18
10
Family Wealth Report
Wealthy Families Turning to Direct Investing
JAN / 27
10
Financial Planning
WealthTouch Expands Among Family Office Consolidations
JAN / 27
10
The Wall Street Journal
PRACTICE MANAGEMENT: Aggregators Help Rich Track Their Money
JAN / 18
10
eFinancial Careers
Where Family Offices Will Be Hiring
JAN / 4
10
Family Wealth Report
Outlook 2010: More Consolidation, Due Diligence, Cost Concerns Seen
NOV / 11
09
The Wall Street Journal
Industry Stalwarts Launch Family-Office Consultancy
OCT / 23
09
Family Wealth Report
WealthTouch Rolls Out "Share of Wallet" Report Service
OCT / 22
09
Private Asset Management
Their Significant Others and Proofing Returns
SEP / 15
09
London Times Online
I'm certain that I have a spare few million somewhere, but just where did I leave it?