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Wirehouses still attracting adviser talent

April 8, 2015

Despite the growing list of options for advisers who want to break away from the wirehouses, the big four are holding their ground in the recruiting war for veteran advisers and account for the majority of the deals in the industry. Those who...

Cruz avoids mentioning his wife's Goldman Sachs job

March 24, 2015

Ted Cruz, kicking off his 2016 campaign for the U.S. presidency, extolled his wife's entrepreneurial spirit by telling of her grade-school bakery business. He didn't mention the 10-year career at Goldman Sachs Group Inc. she just put on hold....

Strong dollar is keeping the markets on edge

March 11, 2015

The wicked-fast pace of the dollar's rise has the markets on edge, and there's little reason to expect the greenback will slow down any time soon. Other currencies are not able to adapt fast enough An ominous outlook for the bond bubble. When...

Cash-heavy mutual funds take downside protection to the extreme

March 4, 2015

For investors who truly cannot sleep at night out of fear that this roaring equity market is too risky, here are some mutual funds that are taking the slow lane by sitting on lots of cash. Downside protection to the max A Virginia financial...

When is a good time to convert to a Roth IRA?

March 2, 2015

When, if ever, is a good time to convert a traditional IRA to a Roth? It might make sense to convert even if you're already retired Two surface as likely successors to Warren Buffett. The 84-year-old CEO of Berkshire Hathaway can't go on forever,...

How a uniform client service plan can help a fledgling firm grow

February 27, 2015

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

Did Merrill Lynch's latest high-profile recruiting coup break the bank?

February 20, 2015

Merrill Lynch's record signing bonus to recruit a veteran team from rival Morgan Stanley might have pushed the limits of what's actually in the bank. A hiring bonus equal to 400% of the team's yearly revenue European stocks blow right past U.S....

Tweeting maven Josh Brown approaches 100K followers, explains the business upshot

February 19, 2015

The financial adviser known on Twitter as Downtown Josh Brown with the handle @ReformedBroker is poised to hit 100,000 followers. While that mark doesn't land him in the social media caste of @RichardBranson, with 5 million followers, or @LadyGaga,...

The bottom for oil prices isn't even in sight yet

February 18, 2015

A case is being made for why the forces of supply and demand could push the price of a barrel of oil to only a little more than double the price of a gallon of gas a few years ago. With the demand for OPEC's oil at a 14-year low, the bottom...

Consumers are saving at the gas pump but not spending at the mall

February 13, 2015

With gasoline at around $2 a gallon, retail sales are not supposed to slump. The fact that they are slumping suggests something else is happening to all that extra money. Maybe people are saving up to pay their taxes. Wages are still flat after...

A numbers-based approach to bringing in more client assets

February 13, 2015

Upon ringing in the New Year, successful advisers set their sights on new goals, many of which focus on bringing in new assets. What's your goal? Are you trying to bring in $10 million, $20 million, or even $30 million in new assets? As much...

Lessons from Brian Williams: Is it ever OK to lie to clients?

February 11, 2015

The lightning pace at which NBC News anchor Brian Williams lost credibility with the public is a cogent reminder to advisers that even a tiny fib can breach trust or confidence. Advisers should avoid telling clients even so-called white lies,...

Every young adviser needs a successful mentor

February 9, 2015

My first seven years as an adviser have been a rollercoaster ride, with many more ups than downs. The learning curve to becoming an adviser is steep and the skills needed to succeed in this industry are vast and ever-changing. Not only are technical...

Falling oil prices are now officially costing jobs

January 16, 2015

Oilfield job cuts are coming hard and fast as the U.S. oil boom sinks along with oil prices. Schlumberger cuts 9,000 workers An Ohio-based financial adviser has been indicted for a $5.5 million hedge fund Ponzi scheme involving 19 investors....

Ohio State's Cardale Jones: 'No' to the NFL, 'yes' to financial planning

January 16, 2015

Cardale Jones shocked college football fans this week by leading Ohio State University to the College Football Playoff National Championship after the team's first- and second-string quarterbacks were injured. He confounded expectations again...

Repeal of Obamacare emerges as a market risk

January 13, 2015

Never mind falling oil prices and brewing geopolitical risks, what about the stock market's reaction to a repeal of Obamacare? Health insurers would feel the pain Financial advisers are discovering inroads in the defined contribution plan arena....

The 10 best business jobs of 2015 - 2015's best business jobs

January 13, 2015

Where does financial adviser rank among the best business jobs in America in 2015? According to the latest list from U.S. News & World Report, advisers stack up well compared to other business professions. Click through to see exactly where...

Financial adviser rises in list of top jobs

January 13, 2015

A ranking of America's top jobs found that financial advice increasingly is a terrific profession, moving up 16 spots on the U.S. News and World Report list from last year. “Financial adviser” ranked No. 25 of the 100 Best Jobs of 2015,...

Advisers find new ways to attract increasingly wealthy population — women

January 9, 2015

The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority. The paths firms...

Catch and ride the next wave in financial advice

January 7, 2015

Over the past few decades, technological innovations have had a significant impact in the role that financial advisers play in the lives of their clients. The work that was once labor-intensive, time-consuming and client-limiting is now streamlined,...

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