04/04/2018
Theo Kalamaras), Young Gun of the Year (Adam Schacter, Sean Moir) and Rising Star (Jeff Letchford) at the 4th annual Wealth Professional Awards, the premier independent awards in the wealth management and financial advisory services industry in Canada.
04/04/2018
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
04/04/2018
The heightened danger of death after a devastating loss, which researchers called a "wealth shock," crossed socio-economic lines, affecting people no matter how much money they had to start.
04/02/2018
Financial advisor Kim Kropp has watched the industry’s shift firsthand since she and her business partner launched their RIA practice in the ‘90s.
04/02/2018
The virtue of this form of compensation structure is that it would compel investment advisors to eschew closet indexing and truly work to outperform their benchmarks.
04/02/2018
More than two-thirds of RIAs with more than $250 million in AUM made talent acquisition a priority last year
04/02/2018
It’s unfair for clients to get caught up in legal battles between broker-dealer firms and former advisors and be at the mercy of that process, Roper says.
04/02/2018
As the balance of wealth shifts, women are gaining more buying power and influence in luxury products.
04/02/2018
This waning confidence among investors was also reflected in the Spectrem Household Outlook, which showed declining investor confidence about the future of the economy and household income.
04/01/2018
Chinese companies have been among the biggest commercial real estate investors in the Los Angeles area in the last five years, spending more than $5 billion to buy property in the region during that time, according to brokerage Cushman and Wakefield.
03/30/2018
High-net-worth millennials have more confidence than their older counterparts
03/28/2018
Co-working is a new phenomenon based on the principle of sharing a workspace among different companies.
03/27/2018
The US equity market, down 6% on the week, is facing the risk of further losses in the near term.
03/27/2018
"Consequently the banking sector will witness substantial consolidation at the national and regional levels."
03/27/2018
Most retirees get a lump sum, not a lifetime annuity, with their 401(k) account. What are some ways employers can give employees more flexibility in how they take out money upon retirement?
03/26/2018
The trillion dollar question is whether the stress is technical in nature, in which case short-term rates will eventually normalize, or is this spike in credit a harbinger of another banking catastrophe.
03/26/2018
“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”
03/26/2018
Australian product providers have failed to meet investor demand for quality ethical investment strategies, says Morgan Stanley
03/26/2018
One in 10 financially successful individuals doesn't have excess liability coverage.
03/26/2018
Bankers counter that private sector banks are more than capable of handling public deposits