See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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What would investors’ ideal advisor look like? An older, white male, apparently. This certainly doesn’t come as a shock, given that the average age of advisors is around 55.
Spectrem Group recently conducted a study, asking investors to choose a...
There are fewer female advisors than male advisors; in fact, females make up only 12 percent of advisors in North America, according to PriceMetrix. But female advisors tend to have larger clients, a new report from the firm shows.
On ave...
While advisors consider the recent battles among federal lawmakers as depressing the current economy, they are increasingly bullish on the near-term future of the stock market.
SAN DIEGO, Oct. 29, 2013 /PRNewswire via COMTEX/ -- Succession Link, a company that provides an online marketplace for buying and selling financial advisory practices, is pleased to announce the formation of a strategic alliance with TD Ameritrade...
