To an advisor, their practice is their baby; they’ve raised it to maturity over the last 20, 30 or sometimes even 40 years, put their blood, sweat and tears into it. So much so that when it comes time to let go, an advisor expects that the perfec...
The Gates Made of Gold
Entrepreneurs who made their own fortunes accounted for 35 of the 50 people on a recent Wealth-X list of the wealthiest individuals in each U.S. state. That includes self-made entrepreneur Bill Gates, Microsoft co-founder...
Oct 15 (Reuters) - The stock market quaked on Wednesday after a week of tremors, but financial advisers and stockbrokers stuck largely to their scripts...
Reducing the Risk
A report released this month by Research Affiliates argues that young workers should begin with a less risky portfolio, noting that their attitudes about investing and risk bearing should not be “poisoned” by a bad early experi...
Not surprisingly, New York and California house the largest populations of registered investment advisors, according to the 2014 Evolution Revolution report released by NRS and the Investment Adviser Association. While the states' position in...
True Potential’s Managing Director David Harrison believes giving clients some control over their own investments is a smart move. True Potential’s ImpulseSave is a mobile app that lets UK investors “close the gap” on...
Fade to Black
A former stockbroker was sentenced to three years in prison after pleading guilty to scamming the Broadway producers of Rebecca: The Musical by lining up fake investors in the production in exchange for a finders' fee. Mark Hotton...
Oct 13 (Reuters) - Janus Capital Group Inc, fresh from hiring bond star Bill Gross, said on Monday it planned to make its first foray into the booming exchange-traded funds space through the acquisition of VelocityShares parent, VS Holdings Inc...
