Advisors' overall outlook has particularly dimmed when predicting where the economy is headed over the next 12 months, according to our Advisor Confidence Index. Here are some top advisors' forecasts for 2014.
The 2014 compensation plan that
Merrill Lynch introduced on Wednesday rewards brokers who work
in teams and pays them a premium for attracting money from
wealthy clients that is put into trusts....More
When deciding whether to stay at, or leave, their firm, money makes the mare go, but management conflicts and technology are also factors that fuel an advisor's decision, according to WealthManagement.com's annual Broker Report Card....More
Don't look now, but some of the
same folks who have been spreading fear about the woeful lack of
retirement readiness among American workers have something new
to say on the subject: a financial industry study that asserts
that we're doing a lot better than we think....More
VIEWPOINTS: Sameer Jain, Chief Economist and Managing Director, American Realty Capital; Many investors are drawn to fixed income because it provides steady income, and has the ability to diversify portfolio risk....More
BS Wealth Management Americas unveiled its 2014 compensation plan on Tuesday, offering new expense accounts to brokers who produce annual revenue of at least $550,000 and eliminating broker pay for client households with less than $100,000 in their accounts....More
The annual Broker Report Card shows that advisors were, overall, feeling better about where they work. The average approval rating of 8.1, on a scale of one (lowest) to 10 (highest), almost reaches pre-crisis levels. But individual firm scores still varied widely. Check out how the firms stacked up this year and why.