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Rob Wilson has a unique approach to prospecting online — much of it centering around his podcasts and playful monikers, from the Hip Hop Financial Advisor to his Twitter alter ego Bobby Deniro. We caught up with Wilson to ask about his...
Concerns surrounding the pace of Chinese growth, the impact of reduced quantitative-easing stimulus and the health of corporate earnings culminated in a sudden shift of investor sentiment last week...
Welcome back to WealthManagement.com’s 2014 bracket tournament. We're asking readers to weigh in on who they think is the most influential person in wealth management today. Is it one of the regulators who create compliance headaches for advisors...
Most relationships between independent brokers and their firms are working out well. In WealthManagement.com’s fourth annual Independent Broker/Dealer Report Card, a survey that lets advisors from independent brokerages rate their firms on a...
Securities markets continue to be heavily influenced by central bank policy. As we start 2014, the markets are grappling with a policy that is transitioning from quantitative easing (QE) measures to one of forward guidance.
Why are the words &ld...
Matthew Green, an 18th century British poet, once reflected upon a personal ethos that today’s equity investors might do well to embrace: “Thus, I steer my bark, and sail on even keel, with gentle gale.”
The tempest roiling the market nowadays c...
Three straight years of negative returns for broad commodity benchmark indices, such as the Dow Jones-UBS Commodity Total Return Index, have led some investment advisors (and their clients) to begin questioning the rationale for including...