Cash is providing far from kingly returns, but that may be just the opportunity advisors need to add value, retain clients and capture wallet share.
Former wealth management CTO Doug Fritz breaks down AI, explains how advisors can use it now and what to expect in the future.
The total number of advisors at the wirehouse slipped in the fourth quarter, while client assets reached a new record.
The broker/dealer plans to begin rolling out the new service to advisors this month.
Fannie Mae and Freddie Mac have both announced programs that provide long-term financing at competitive interest rates to help investors refinance and acquire SFR properties.
Wells Fargo, UBS and Morgan Stanley also bar advisors to purchase bitcoin or derivative products on behalf of clients.
Most think the market will be up next year. But opinions vary on how, why and what threatens it.
The Los Angeles-based money manager is starting an investment advisor called Mortgage Opportunities Capital.