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Jeffrey Mortimer

Managing Director, Director of Investment Strategy

TRENDING

Portfolio management

Clients want to know: Why buy bonds when 'safe' cash yields 5%?

Cash may feel safe on a visceral level, but it is not a risk-free asset in terms of preserving real value on a long-term portfolio.

By Caitlin Frederick

2h ago
Wealth management

Citi wealth CIO David Bailin to leave next month

The departure comes amid continued turn at the head of the bank's wealth management ranks.

By Todd Gillespie

April 15
Politics and policy

Almost half of advisors worry about contested presidential election

Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.

By Nathan Place

April 15

HOW TO BUILD A BRAND THAT STANDS OUT

Financial advice is a crowded field. Experts share techniques to find new clients and distinguish your business.

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© 2024 Arizent. All rights reserved.

© 2024 Arizent. All rights reserved.