After experiencing a 30 percent increase in assets under advisement in 2014, the Carson Wealth Management Group revamped its management team on Monday ahead of several new initiatives, including a Canadian expansion already in the works.
Winning the war for younger talent is the key for advisory firm success in 2015, said Tom Nally, president of TD Ameritrade Institutional, in his opening remarks at the custodian's annual advisor conference....More
Charles Schwab Corp reported earnings of $350 million in the last quarter of 2014 as higher interest income and $33 billion of new client assets supplemented modest gains in client trading revenue during a bullish quarter for stocks....More
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing....More
Our capital market strategists share their vision on the economy, the equity markets, and the fixed-income markets. IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications....More
Economic decoupling remains a prominent theme around the globe as we head into 2015. The divergent paths
seen today are a consequence of how individual countries have dealt with credit imbalances that accumulated prior to the global financial crisis. Recovery prospects continue to hinge on the speed, breadth, and quality of these adjustments....More
When it comes to switching firms, advisors must plan their transition carefully. It requires thoughtful planning, a desire to run and grow your business, and unwavering dedication to do what is right for your clients....More
Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.
The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility....More