Although still considered a minority in the industry, women are savvy advisors who control trillions under management. To even crack the top ten in WealthManagement.com’s annual Top Wirehouse Women list, advisors had to manage more than $1 billion in client assets.
In ABC's "Shark Tank," entrepreneurs look to jump-start their small-fish companies with some help from the "sharks," some of the biggest names in investing. Some have called the process a "feeding frenzy," but not all of the sharks are equal. Here is a ranking of the 11 sharks that have swam in the tank.
Almost half of advisors at independent broker/dealers use social media, according to WealthManagement.com’s All-Channel Benchmarking Survey. But what about the firms themselves? Here are the top 10 IBDs that best take advantage of this marketing tool.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More