The Charity Aid Foundation's fifth-annual World Giving Index measures the percentage of people around the world who give time and/or money donating to a charity, volunteering at an aid organization or helping strangers.
Whether you’re aware of it or not, finance is a mental game as much as it is based in cold, hard math. Advisors must learn and understand the power of the mind and how it affects their behavior when it comes to making investment decisions.
How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
Building a business in the RIA space can take many forms. While the top ten firms may look vastly different, you can't argue with their success and rapid growth to reach the top echelons of the industry.
View the Top 100 list.
Financial advisors’ confidence in both the economy and the markets was largely unchanged in October as advisors’ awaited the expected end of quantitative easing and increased volatility in the equity markets.
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
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a fascinating look at behavioral finance and behavioral portfolio management....More
With the wind at their backs, sprinters have broken speed records. Similarly, the tailwind of a bull market has boosted the fortunes of equity investors over the past five years. In both cases, the pace cannot be sustained over a long period of time. Look back no further than the past 10 years for confirmation of the market’s lack of endurance....More