Results for "careers"

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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...

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...

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...

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...

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...

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....

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,...

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...

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,...

Societe Generale calls 2015 a down year for stocks

December 29, 2014

Societe Generale goes against the grain of Wall Street and calls for a market decline in 2015. It's a call that seems both bold and obvious at the same time. 'Since 1875, we have never seen the S&P rise for seven calendar years in a row' When...

CFP Board launches initiative to recruit women for financial planning

December 18, 2014

The Certified Financial Planner Board of Standards Inc. on Wednesday launched an outreach initiative aimed at bringing more women into the financial planning profession. A group of experts comprised of CFP professionals called the Women's Initiative...

Pimco plucks two from Schroders for equities expansion effort

December 18, 2014

Pacific Investment Management Co., the manager of the world's biggest bond fund, hired two people in its equity business as it continues to push in areas outside traditional fixed-income investing. Giles Money joins as a money manager in global...

Oil producers are feeling the heat from falling prices

December 3, 2014

Some oil producers have a lot to lose from cheap oil. When big debt comes back to bite you. Banks could hold oil producers over a barrel Merrill brokers are hitting the bricks, and they say it's because Bank of America is micromanaging the brokerage...

Advisers leave assets behind when switching firms

November 26, 2014

Hiring firms are often eager to announce the assets under management of a new hire, but how much of that money actually transfers over? In many cases, advisers and brokers are finding that about 20% of assets are left behind in an average move...

Tony Robbins wants to be the new voice for independent advisers

November 16, 2014

Tony Robbins, the self-help guru nicknamed the “mahatma of motivation,” is taking his toothy smile and his message of self-empowerment to financial services, where he hopes to be the face of the registered investment adviser business. With...

Bernie Clark's call to action: Advisers must make industry friendly to the young

November 6, 2014

As retirees begin to draw down their assets, registered investment advisers must look ahead to the next generation. That's what Bernie Clark, head of Schwab Advisor Services, reminded about 1,900 advisers during his opening remarks at the firm's...

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