In the June issue of Registered Rep., we wrote a short REPort about UBS and Goldman Sachs attempting to predict the outcome of the World Cup. UBS predicted right.
Despite the big push for millionaire clients throughout the industry in recent years, average annual revenue per financial advisor for all firms has remained constant
For the first time, high-net-worth individuals are ranking the risk of unforeseen health care costs wiping out their accumulated assets as their top financial concern,