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.
The women on WealthManagement.com's Top 25 Women RIAs list are more than just advisors, of course. They are entrepreneurs, owning at least 25 percent of some of the largest RIAs around the United States.
The Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More