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  • Feb 23, 2015
    blog

    Not So Equal Pay

    Based on the Current Population Survey from the Bureau of Labor Statistics, women working as personal financial advisors earned 61.3 percent of what their male counterparts earned in 2014....More
  • Feb 20, 2015
    blog

    The Biggest Investment Threat? You 1

    While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment portfolio is you....More
  • Feb 19, 2015
    blog

    I’d Have to Be Crazy

    Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the designation-granting organization....More
  • Feb 16, 2015
    blog

    A Hall of Fame Endorsement

    NBA Hall of Famer Charles Barkley revealed on CNBC’s Closing Bell program last week that he invests with Raymond James Financial....More
  • Feb 13, 2015
    blog

    Adding to the Redundancy

    Wealth management is the shining star of investment banks, according to The Economist. So it's little wonder the discount players are starting to mimic them....More
  • Feb 12, 2015
    blog

    Low Barrier to Entry

    Liquid alts investment firm Salient Partners has agreed to acquire Forward Management, a San Francisco-based asset management firm....More
  • Feb 11, 2015
    blog

    Increased RIA Marketshare Comes at the Expense of the Wirehouses

    New data from Cerulli Associates found that RIA firms are increasing their marketshare of the advisory space at the expense of wirehouse firms....More

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