Last year was a record recruiting year for some independent broker/dealer firms, as big name financial services firms shed hordes of financial advisors. But that exodus is over, and this year, recruiting is way down. Over the long haul, hiring new...
With few assets and plenty of debt, investors in their 20s are not on many wealth management firms' or advisors' radars. Yet they haven't written them off entirely.
Smart decisions are based on more than government statistics, agency reports, news releases, interest rates and stock quotes. We've selected a few fascinating statistics here that illuminate the markets, the world of financial services and big...
The heirs of wealthy clients fire their parents' financial advisors 70 percent of the time. Prepare heirs and not just estates.
As advisors and their clients are waking up to potential tax rate increases in 2011 or 2012, they're reconsidering a number of tax deferral strategies. One strategy being reconsidered is the use of charitable remainder trusts (CRTs). For those...
