Ask a financial expert about the biggest pitfalls that small businesses encounter at tax time, and they'll probably point to a lack of planning. Last ditch efforts, like paying off expenses and putting money into a retirement account, may...
Screen of the Week: This week, Kevin Matras talks about why the sky didn’t fall in the first quarter, and why it’s unlikely to do so in this new quarter. He also shows you how to get ready for an eventual bullish market turnaround, and...
Wachovia Securities Financial Network One North Jefferson; St Louis, MO 631031.866.485.5383www.wsfinet.com Number of Back-Office Employees*: 7,000 Number of Advisors: 591 Total Client Assets Under Management: $29 billion Advisors' Average Length...
Raymond James Financial Services 880 Carillon ParkwaySt Petersburg, FL 33716866.905.6333www.advisorchoice.com Number of Back-Office Employees*: 2,051 Number of Advisors: 3,065 Total Client Assets Under Management: $126.5 billion Advisors' Average...
First Allied Securities Advanced Equities Plaza655 W. Broadway, 12th Floor; San Diego, CA 92101619.702.9600www.firstallied.com /www.joinfasi.com Number of Back-Office Employees: 225 Number of Advisors: 987 Total Client Assets Under Management: $23...
With credit markets jittery and the economy on the lip of recession (or in recession, depending upon whom you ask), real estate funds have plummeted. During the 12 months ending in January 2008, the category lost 21 percent. Should investors stay...
Cambridge Investment Research, Inc. 1776 Pleasant Plain Road; Fairfield, IA 52556800.777.6080www.joincir.com Number of Back-Office Employees*: 245 Number of Advisors: 1,108 Total Client Assets Under Management: $31 billion Advisors' Average Length...
Bear markets are shrinking. According to Leuthold Weeden Institutional Research, in a typical post-WWII bear market, the S&P 500 declined 30 percent over 15 months. By comparison, bear markets typically saw declines of 37 percent over 20 months...
Woodbury Financial Services 500 Bielenberg Drive; Woodbury, MN 55125800-800-2000www.woodburyfinancial.com Number of Back-Office Employees: 259 Number of advisors: 1,700 Total Client Assets Under Management: $3.97 billion Advisors' Average Length...
Academics have long scorned actively managed mutual funds. Instead of spending money on managers who attempt to beat the market (however that is defined), academics argue, investors should stick with index funds. Lately the index proponents have...
