Nearly everyone (92%) with a written financial plan follows all or most of their advisors’ recommendations, finds a survey by Desjardins Wealth, and they are more likely to achieve their financial goals.
Richard Rousseau will be joining Raymond James’s Private Client Group on Jan. 1.
Today’s consumers don’t want a sales pitch; they’re looking for a consultative experience. Here's how you do this.
Title: Director, Citi Private Bank
Asia-Pacific's rich are confident in the wealth management industry and its ability to generate wealth in the near future, finds this year’s Global HNW Insights Survey.
The pesky myth about advisors is they’re just for the wealthy, says Forbes, but really the opposite is true.
U.S. President Barack Obama has appointed Jeff Zients, former acting director of the Office of Management and Budget, as director of the National Economic Council, beginning January 1, 2014. He replaces Gene B. Sperling.
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Partner and Senior Financial Advisor, Dedicated Financial Solutions, Manulife Securities