The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
Financial advisors’ confidence in both the economy and the markets ticked down in December, as survey respondents anticipate rising interest rates, the impact of a global slowdown and an overbought stock market.
REACTION FROM OUR PANELISTS
“The...
During a month characterized by a bumpy stock market and declining oil prices, advisor confidence in the economy ticked down slightly in December, although the confidence level is as high as it was in December 2013...
Financial advisors’ confidence in both the economy and the markets had its highest jump so far this year as survey respondents absorbed the results of the mid-term elections and more positive economic data...
Over half of RIAs report using social media as part of their professional communication, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report. But there’s still a big cohort of advisors who aren’t, despite the fact they h...
Financial advisors’ confidence in both the economy and the markets was largely unchanged in October as advisors awaited the expected end of quantitative easing and increased volatility in the equity markets.
REACTION FROM OUR PANELISTS
“The ...
