It all comes down to this final vote. Who is the most influential person in wealth management today—the head of one of Wall Street's most powerful brokerage houses or the woman responsible for the U.S. monetary policy? You decide....More
Who is the most influential person in wealth management? You decide. Our annual tournament returns this month on WealthManagement.com. Readers vote weekly on matchups of the industry’s best to determine the winner.
With many client portfolios barely outperforming the market, and many investors still driven by fear-based thinking and irrationality, advisors need effective strategies for portfolio construction now more than ever....More
Technology is a critical differentiator in today's digital age for running an efficient and effective practice. Those entrepreneurial financial advisors and wealth managers who are leveraging technology in their firms are creating better client experiences, improving cash flow, generating new revenue streams, and scaling their services....More
It's never too early to start saving for college, and for parents, grandparents—even family friends—529 college savings plans offer estate-planning potential, high contribution limits and convenient investment options, including target date funds....More
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns are expected for the rest of 2014, investors already may have earned the bulk of this year’s returns....More