Advisor satisfaction at Wells Fargo Advisors hasn't changed much from last year, and that's not good. Last year, advisors gave it a 5.5 rating out of 10, and this year they gave it a 5.7, putting it in second to last...
When entrepreneurs look for someone to turn to for advice on philanthropy, financial advisors are low on the list, according to a recent survey by the Fidelity Charitable Gift Fund. The largest share 53 percent said...
Ultra-high-net-worth investors are relatively sophisticated; at least, they sure think they are. Spectrem Group recently surveyed more than 100 households with net worth of $25 million or more, and 46 percent agreed...
The ultra-high-net-worth investor has developed a growing appetite for hedge funds and other alternative investments, a new report by Spectrem Group says. A survey of more than 100 households with net worth of $25...
The major full-service brokerage houses are in various stages of recovery, whether from the financial crisis or merger integration. How are they doing? Check out our 20th Annual Broker Report Cards.
CNBC star Jim Cramer may not have liked the valuation of the LPL Investment Holdings IPO, but investors sure did. The happiest people? LPL shareholders who sold off some of their stake in the company, the biggest...
Most wealthy families say they won't change their chartible giving behaviors based on tax increases, but some advisors say it's still a good idea to write your check this year rather than next.
Bah, humbug. The latest study of charitable giving among America’s high-net-worth households shows a marked decline in generosity. The 2010 Bank of America Merrill Lynch report says that households averaged donations...
With few assets and plenty of debt, investors in their 20s are not on many wealth management firms' or advisors' radars. Yet they haven't written them off entirely.
