It is no secret that today’s advisors face a fiercely competitive business landscape that requires a differentiated manager. Time and again investors report that they look to advisors to do more than manage money; they want someone to solve...
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...
FINRA rules require brokers to make extensive and often intrusive disclosures (vis-à-vis a broker's Central Registration Depository ("CRD") record) concerning their work and disciplinary histories. These disclosures...
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...
Most of us are familiar with the Wealth Effect: when people perceive themselves to be richer, they spend more. This personal wealth pendulum is usually influenced by rising property values or an uptick in investment performance. While real...
Chicago: “I’m not sure how to approach 2014 business planning," Martin said before explaining his reasoning, “I don’t think anyone is taking this as seriously as they should and it’s aggravating...
After enduring one of the most tumultuous periods of modern US stock market history, investors have gained a renewed interest in strategies aimed at reducing the volatility of their investment portfolios. Traditionally, this has meant increased e...
“Equities continue to benefit from the prospect of modest economic growth and supportive monetary policy, coupled with reasonable sentiment and valuations.”
If you dream about investment market outcomes which are already popular in the marketplace, your dreams can turn into nightmares. The Everly Brothers 1958 hit song, “All I have to do is Dream” tells us a great deal about the long-term posture ...
