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Anya Khalamayzer

Anya is a writer with expertise in journalism, B2B communications, and public relations. Connect on her LinkedIn

Displaying 21 results

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  • News
  • October 10, 2011

African-American insights

Financial services companies seeking to serve African-Americans should focus on women, who are more likely to be the household decision maker, and rethink the way they reach out to them, a poll has found

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Gen X/Y: Advisers just don’t understand

Advisers and Generation X and Y investors aren’t seeing eye to eye on investment issues. Investors 46…

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Financial troubles hit home the hardest

Money worries are harming marriages and impairing health, according to a quarter of 1,400 married individuals polled online recently by the National Foundation for Credit Counseling.

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Phone-based banking: Dial ‘M’ for money

Mobile banking is the wave of the future and leading the way are forward-thinking Gen-Y consumers.

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Financial firms help Japan

Financial services firms — many with operations in Japan — are opening their corporate pockets in response to the country's disasters.

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Firm helps advisers with social media

Given the welter of compliance issues that they face, financial advisers remain understandably cautious about using social media.

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TechCheck: Possible cure for advisers’ social-networking anxiety

Do you suffer from compliance anxiety? No need to fear: Actiance Socialite is her

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Joe Investor gets a shot at questioning the pros

A new online community, Investor Uprising, offers a place where individual investors seeking financial guidance can cross paths with professional business bloggers

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Inheritance anxiety discussed

Social and psychological issues, such as fear of negative outcomes and a lack of confidence in heirs, are the greatest barriers to creating and sustaining generational wealth, according to participants at a recent round-table discussion

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Real UMH platform on the way?

Financial-services technology firm Fiserv, Inc., announced that it is putting together a system that will enable unified managed household accounts. Indeed, the tech company says that their full UMH platform will be available later this year.