Here's one way to evaluate equity research: Measure the impact it has on stock prices. Bespoke Investment Group, a financial research firm, did just that, and apparently, Robert W. Baird takes top honors. Out of 16 firms, Baird's upgrades impacted...
There is such a thing as the affluent touch: It's a matter of attitude and approach. In fact, this quality is often the very thing that makes one financial advisor more successful at courting the affluent than another. But it's not terribly...
About the current credit market turmoil, Former Federal Reserve Chairman Alan Greenspan said in early September, The behavior in what we are observing in the last seven weeks is identical in many respects to what we saw in 1998, what we saw in the...
Financial stocks have understandably led the market down during the recent credit-related correction. But the group has also recently led in another area: insider buying. In July and August, executives and directors in this much-beleaguered sector...
Think for a moment about your affluent clients and their centers-of-influence. As you scroll through these images in the theater of your mind, try to assess your marketplace equity. If is your initial response to this term, you are not alone. But...
Many years ago our research on the affluent led us to investigate wealth management teams. We turned our focus to teams simply because it became obvious that it was difficult (if not impossible) to manage the entirety of an affluent client's...