The latest in Financial Advisor research and tools that can help your practice.
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In a recent survey WealthManagement.com asked over 300 advisors throughout the industry to share their views on hedge funds. Here’s what they had to say.
Alfred Jones constructed the first hedge fund in 1949, but they started to become more popu...
Optimism in the economy and the stock markets fell three percent in July, according to Wealthmanagement.com’s Advisor Confidence Index
Financial Advisors’ confidence in the economy and the stock markets dipped almost three percent in July, accor...
Federal income tax rates are uniform across the country, but that’s only part of the story. State and local taxes have a huge impact on investment returns and retirement.
There are almost 2 million more millionaires this year than last year, according to the 2014 World Wealth Report complied by Capgemini and RBC Wealth Management.
The number of high-net-worth individuals increased by 15 percent last year, tota...
Wealthmanagement.com's annual compensation survey found that one in three advisors work on a team, sharing clients and revenues, compared to the 47 percent of advisors going it alone. About 20 percent say they fall somewhere in the middle, workin...
