Charles is a specialist on financial advisory industry topics. He was an editor for Investment News and has also written for Financial Planning, Family Wealth Report, RIABiz, Barron’s, The New York Times and Reuters. Twitter: @paikert
Demand to buy financial advisory firms remains strong despite a drop in the value of assets under management and turmoil in the financial markets.
How's this for a business model: invite really, really rich people to join an exclusive club, charge them not inconsiderable fees, and encourage them to share concerns and investment ideas.
The Wall Street Wizards, the financial literacy program founded four years ago for minority students in the San Francisco Bay Area, is gearing up to go national.
William Thomason's world is mysterious — at least to the black and Hispanic high school students entering the financier's Wall Street Wizards Urban Financial Literacy Program.
