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
WealthManagement.com, through REP. magazine, has been a leader in putting together lists of wirehouse and independent advisors and broker/dealers for decades. Now we're looking back at those lists and putting them all in one place.
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More
Multigenerational planning involves serving parents, children and grandchildren in an integrated and comprehensive way. Presented by two generations (a father and son), this webinar will cover essential issues for those engaged in the practice of multigenerational planning....More
Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains....More