Readers of this space know my fondness for The Leuthold Group’s research. Whenever the Greenbook arrives (so called because of the color of its cover), I typically find interesting facts, observations and/or opinions. (Oh, full disclosure: I o...
Hoping to meet some promising prospects at a New Year’s Eve party? Think again. Most millionaires plan to stay at home on New Year’s Eve, according to a survey by Spectrum Group’s Millionaire Corner.
According to the survey, only 11 percen...
You may be in denial, but chances are, your clients are cheating on you. A recent report by Cerulli Associates found that 74 percent of investors own a direct investing account, but advisors believe it’s much less.
