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With the past year’s decline in the markets, assets are shrinking in the wealth management business. But some quarters of the industry are feeling it more than others—namely the wirehouses—says a new report from the Boston-based...
FAs, you better be at the top of your game. An investor’s relationship with his financial advisor now drives his level of satisfaction with his firm and his portfolio more than anything else—including convenience, investment...
Despite a recent pact between Switzerland and the United States to share tax evasion information, Swiss franc fixed annuities have been attracting a lot of U.S. dollars of late. Sources estimate that Americans have been putting about $2 billion...
Seattle: "At a recent social event, I was in a conversation with a couple of people when one asked me the "So, what do you do?" question. I told him, 'I oversee financial affairs for some families in the area.' To which he responded, 'Oh, so you...
Last year was not a great one for the mutual fund industry, as investors yanked $226 billion out of stock and bond funds, resulting in the first annual net outflow from long-term mutual funds since 1988, according to data from the Investment...
Among the many economic stimulus provisions in the American Reinvestment and Renewal Act of 2009 is a short-term program to expand financing alternatives for state and local governments. The legislation creates a new category of taxable municipal...
