The JOBS Act was signed into law on April 5, 2012. While the overarching goal was to provide a new source of lending in these tight credit markets and stimulate the economy to create jobs, the act has other significant consequences which...
In 2011, the number of high-net-worth individuals (HNWIs) increased but the pool of wealth declined, which was primarily driven by a loss of wealth for ultra-high-net-worth investors, the latest World Wealth Report says.
Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Can it be true that a striking number of financial advisors are out of touch with the charitable habits of their clients, as the latest figures from Fidelity Charitable suggest? I’m a little skeptical.
This week the charitable unit of Fide...
A year after Advent Software bought out rival upstart Black Diamond Reporting Software, the latter is seeing brisk growth for its portfolio management products.
As firm-switching among brokers rose to record levels over the past four years, the number of signatories exploded, growing almost 40 fold. Many of the new signatories are RIAs.
