Clients keep cold, hard cash in their do-it-yourself account, says our Ninth Annual Dollars & Sense Study.
While conducting the research that drove commentary at our Women’s Roundtable Discussion, our research team also gathered dozens of verbatim comments from women advisors that speak to the differences between male and female clients.
Clients keep cold, hard cash in their do-it-yourself account, says our Ninth Annual Dollars & Sense Study.
The investment business is built heavily on relationships, and in such a business, the benefits of a professional network simply can’t be overstated. The value to clients of a one-stop shop is matched only by the benefits it brings to the advisors themselves —of specialized legal, financial or tax advice for their clients; of new […]
Self-directed investing isn’t a threat to advisors who take the time to truly know their clients, and it’s also no replacement for proper, holistic financial planning.
While they’re clearly too big to ignore, the momentum of emerging markets may be starting to roll over. At least, that’s what Paul Ehrichman, head of Global Equity for Global Currents Investment Management suggested in his keynote address at Legg Mason’s Rethink 2010 Investment Symposium. While BRIC nations such as China and India are being […]
Over the last 20 years, technology has progressed at breakneck speed. The investment industry, meanwhile, “has grudgingly been dragged along, kicking and screaming.” So says Eric Mennell, senior vice president and associate portfolio manager, Mennell Wealth Strategies Group, within Macquarie Private Wealth Inc. One explanation for the resistance, he believes, is it’s difficult to balance […]
The investment business is built heavily on relationships, and in such a business, the benefits of a professional network simply can’t be overstated.
Virtually every day some new investment product, economic issue or financial woe makes the lineup on the evening news, the front page of the paper or the latest issue of a trusted magazine. The result: Clients are literally bombarded with information — creating, for many, a state of fear and confusion.
Over the last 20 years, technology has progressed at breakneck speed. The investment industry, meanwhile, “has grudgingly been dragged along, kicking and screaming.” So says Eric Mennell, senior vice president and associate portfolio manager, Mennell Wealth Strategies Group, within Macquarie Private Wealth Inc. One explanation for the resistance, he believes, is it’s difficult to balance […]