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Over half of RIAs report using social media as part of their professional communication, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report. But there’s still a big cohort of advisors who aren’t, despite the fact they h...
Financial advisors’ confidence in both the economy and the markets was largely unchanged in October as advisors awaited the expected end of quantitative easing and increased volatility in the equity markets.
REACTION FROM OUR PANELISTS
“The ...
Women advisors still make up a small fraction of the industry, but the women on this list show that their influence in wealth management is growing. This year, the top 50 women on the list control almost $45 billion in assets. Here’s a...
Financial advisors’ confidence in the short-term positive direction of the stock market took a hard hit in September, falling 3.5 percent, while the overall outlook on the economy held steady.
REACTION FROM OUR PANELISTS
“I think the stock m...
Financial advisors’ views of the U.S. economy in August were relatively unchanged from the previous month, even while their level of optimism in the future prospects of the stock market reversed a months-long decline, according to...
Financial advisors’ overall sentiment in the economy remains where it was one month after July’s steep decline, even as some advisors grow more optimistic about the stock market.
Advisors’ reported a slight decline in optimism for the economy wh...
