The stock market is now in a “historical sweet spot” following the mid-term elections, Charles Schwab’s chief investment strategist told financial advisors at the IMCA Advanced Wealth Management...
Ultra-high net worth clients are “re-thinking their investment approach” and turning away from traditional asset allocation strategies and modern portfolio theory, according to Kristi Kuechler, president...
Financial advisors should prepare for both an improved economy and higher taxes, according to the keynote speakers at the IMCA (Investment Management Consultants Association) Advanced Wealth Management Conference in...
If you believe in the “politicians-are-idiots” theory, you’ll love gridlock. After all, the economy and stocks tend to do better under divided government.
M&T Bank Corp. emerged as a major player in the wealth management business this week following the Buffalo-based bank’s agreement to buy Wilmington Trust Corporation for $351 million in stock.
Multi-family offices have enjoyed strong growth over the past couple of years, while single-family offices are seeing some improvement, but are nervous about new regulation, according to two new surveys by the Family...
In an effort to attract more financial advisors who have--or would like to have--ultra-high net worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices.
