Convergent Founder Teams Up with Carson Wealth
Convergent Founder Teams Up with Carson Wealth
Jan 27, 2014
Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of Ron Carson’s firm, Carson Wealth Management Group, a competitor to Convergent. Lockshin will help develop the growth strategy...
Top IBD Advisors Under 40
Top IBD Advisors Under 40
Jan 27, 2014
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Surprises in Bondland!
Jan 26, 2014
Until Friday of last week, the “normalization expectation” had stayed in full swing.  In Bondland, bears set their sights especially on the two- to three-year part of the yield curve.  The tapering tumult of 2013 hit the five- to ten-year points ...
Advisors on the Move: New Year, New Firm
Advisors on the Move: New Year, New Firm
Jan 24, 2014
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Apple’s Declining Advantage is Undeniable
Apple’s Declining Advantage is Undeniable
Jan 24, 2014
Last week, The New York Times posted a story relating Apple‘s (AAPL) lackluster growth in the Chinese mobile phone market. In China, Apple is playing second fiddle to Samsung as consumers are demanding phones with larger screens at...
Incorporating a “Market Neutral” Investment Strategy into Your 2014 Portfolio
Jan 23, 2014
After strong gains in the stock market in 2013, many investors are beginning the New Year with portfolios that are heavily allocated to equities. Rebalancing portfolios back to fixed income investments would normally be a sensible tactic; however...
Raymond James Sees Huge Profit Spike
Raymond James Sees Huge Profit Spike
Jan 23, 2014
The St. Petersburg, Fla. company posted 36% gain in net income and 7% increase in revenue
Meeting the Financial Planning Needs of Women Clients
Meeting the Financial Planning Needs of Women Clients
Jan 22, 2014
Think of the best relationship you have with a male client. He’s been with you for many years and you consider yourself "old friends." How is your relationship with his wife? If your answer is anything other than "spectacular," you should read th...
mohamed el-erian
Bond Guru Mohamed El-Erian to Leave PIMCO
Jan 21, 2014
Mohamed El-Erian will step down from his role as CEO and co-chief investment officer of bond giant PIMCO in March, the company announced Tuesday. He served as head of PIMCO for six years. Prior to that, he was president and CEO of Harvard's...
David (Active Management) vs. Goliath (Passive Indexes)
David (Active Management) vs. Goliath (Passive Indexes)
Jan 21, 2014
Malcolm Gladwell is a fantastic writer and his new book, David and Goliath, got us thinking about his current thesis: David as a poster child for underdogs is a mistake. Gladwell contends that David had significant advantages over Goliath. In true...
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