Donna M. Mitchell is a financial journalist based in the New York metro area with expertise covering structured finance, commercial real estate, and wealth management. Her work has appeared in Forbes, Next Avenue, Financial Planning and National Real Estate Investor.
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The search function lets advisors root out detailed profiles of existing clients, prospects or professional connections using a wide array of variables.
March 3 -
Why not tap into your affinity with clients to create a powerful marketing message, and solidify your hold on that group?
March 1 -
With new ETF, Factor Advisors lowers the cost of taking bull and bear positions in spread exchange products.
February 28 -
Curian Capital found that 62% of advisors say that improving efficiency and overall time management is a major goal for the coming year.
February 22 -
Funding consideration were part of the reason that the SEC decided to shift oversight of smaller advisors to states. With soaring deficits, how will the states handle the added responsibility of supervising financial advisors?
February 22 -
The regulator said the companies had failed to adequately safeguard non-public customer information.
February 18 -
FSC Securities Corp., based in Atlanta has already picked up more than 50 of QA3's old reps.
February 18 -
The sweeping move affected financial planners in 14 states, and is the largest number of sanctions that the CFP Board has issued in three years, Dan Drummond, a CFP Board spokesman said in a telephone interview Wednesday morning.
February 16 -
About 21.5% of all financial planning firms offer telecommuting as a benefit to employees, according to the 2010-11 Financial Planning Salary Survey from the FPA.
February 15 -
The enhanced system will provide more than 30 data points on each bond, with performance information going back 10 years.
February 14 -
The company plans to increase payout for advisors with more than $50 million in assets under management.
February 11 -
Morristown Financial Group added about 70 new independent advisors in 2010, and credits momentum from its compliance management system, Advisor AdvantEDGE.
February 8 -
Future tools might include online training programs, sales and illustration tools and live video presentations. Could an app be far behind?
February 7 -
One third of forty-and fifty-something women figure on withdrawing 11% to 30% each year. Thats where you come in.
February 4 -
According to a new study, for many women, retirement means living single and that requires more preparation, and more advisor aid.
February 3 -
What makes a $1 billion regional firm tick? In the case of Modera Wealth Management, stick to the legacy firms philosophies.
February 1 -
From big-ticket spending to long-term planning for their futures, American investors are taking a more conservative approach to handling their money, according to industry professionals.
January 27 -
Over the last couple of years, HighTower has built a nationwide partnership of financial advisory practices by luring in the cream of the crop among registered reps and independent advisors with its open-architecture setup. Now, it has created a group investment solutions division, and put Matthias Paul Kuhlmey in charge.
January 27 -
Forty-eight percent of Americans and 57% of self-described investors are planning to invest in the next three years
January 26 -
Private fund advisors with more than $1 billion in assets under supervision have a greater need for monitoring, especially after lessons learned during the recent financial crisis, according to the Securities and Exchange Commission.
January 25