One of the most challenging conversations for a financial advisor to have is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
Two years after many of Wall Street’s biggest banks nearly collapsed in the subprime crisis, half or more of individual investors do not trust financial services firms and brokerages, according to a report released Wednesday. And yet...
In his tenth edition of "A Random Walk Down Wall Street," out this year nearly 40 years after the first edition launched, Malkiel says financial advisors do matter, after all.
Three out of four wealthy women are looking or thinking of looking for a better financial advisor, said Susan Hirshman, a former advisor and author, who spoke at the Investment Management Consultants Association’s conference in New York Monday.
Relationships with clients and the experience clients have with financial advisors and their companies have, of course, always been critical to success in wealth management. But since the financial crisis, firms have been ramping up their focus on...
It was a good quarter for Ameriprise’s Advice & Wealth Management segment. It posted total revenue of $1.03 billion, a record, up 15 percent year over year. Pre-tax operating earnings of $90 million were up 157 percent from a year earlier.