It's not so mystical after all.
Industry pundits and researchers have long debated whether it’s possible to predict market movements. In a new piece, Research Affiliates argues that you can. Co-founder and Vice Chairman Jason Hsu writes t...
People on the move.
Wells Fargo Advisors may be saying publicly it’s pleased with the arrangement it entered with Credit Suisse to recruit its 250 advisors, but $8 billion in assets have already flown the coop. Morgan Stanley announced Fri...
Equal rights for all. | Pekic/iStock/Thinkstock
According to a report issued Wednesday by the Human Rights Campaign, the banking and financial services industry is leading the way when it comes to workplace equality for lesbian, gay, bisex...
A family of Volunteers.
Clients with families are, naturally, keen on saving money and making the wisest investment decisions possible. But where they live is perhaps just as important to their financial wellbeing. New York and Hawaii, for...
Start it up. | Copyright Dan Callister, Getty Images
If you want to be an independent financial advisor, you’re an entrepreneur. And where is the best place to be an entrepreneur? According to a new ranking of the best and worst states for...
Bubble beware. | Copyright Cate Gillon, Getty Images
Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...
Millennials believe. | Copyright Matthew Busch, Getty Images
Stock markets like certainty. That's why the markets tend to get a boost after presidential elections, regardless of who wins. But young Americans are strikingly more bullish on ...
Boo! | Jen Bray Photography/iStock/Thinkstock
Spooky, spooky advisors. According to a new online survey conducted by Harris Poll on behalf of independent financial advisory firm McAdam, nearly three-quarters (71 percent) of Americans say t...
Know your clients. | Copyright Chip Somodevilla, Getty Images
You might think federal employees have similar needs to your so-called civilian clients. And perhaps you’re already providing these clients with the same portfolio construction ...
