See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Financial advisors responding to Wealthmanagement.com’s monthly survey on the economy and the markets are at once gaining confidence in the current economy while their optimism in the equity markets wanes.
Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial...
Chair Mary Jo White called the fiduciary standard an “extraordinarily high priority” for the Securities and Exchange Commission, saying it’s her goal to see a decision on whether to impose a uniform standard this year...
Making financial planning a viable academic pursuit for undergraduates is meant to overcome one of the industry’s big obstacles: the fact that young people just don’t seem that interested in joining it. Consider that only 11 percent of...
If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. Not only are there serious misconceptions and barriers still in place, a new study by the CFP Board reports less than a...
A recent WealthManagement.com article (“Is the CFP Board Losing Credibility in the Eyes of Advisors?,” April 11) does not provide an objective or balanced report on the attitudes of CFP professionals or CFP Board. The article seems to...
Many advisors who grew up in this industry were taught to look at asset allocation in a pretty standard way: What’s the client’s risk tolerance? And based on that, how much exposure should they have to stocks? To bonds? Should we mix in some less...
