The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
It's highly unlikely that an advisor can "buy" new affluent clients with the likes of a new brochure, a seminar package, or a publicist. Our research on both the affluent and elite advisors tells us these marketing initiatives are yesterday's news...
If you believe in the “politicians-are-idiots” theory, you’ll love gridlock. After all, the economy and stocks tend to do better under divided government.
Affluent investors still remain conservative in their approach to investing this year, despite the fact that they feel financially better off than a year ago. According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of...
Like many large Wall Street broker/dealers before it, RBC is sending a message to advisors who are generating below average revenue: Get your numbers up or take a walk.
M&T Bank Corp. emerged as a major player in the wealth management business this week following the Buffalo-based bank’s agreement to buy Wilmington Trust Corporation for $351 million in stock.
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...
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...
District court rules on deductibility of various estate administrative expenses under IRC Section 2053 The U.S. District Court for the Southern District of Texas issued two decisions in Keller v. United States (106 A.F.T.R.2d 2010-6309 (Sept. 14...
