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The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, its certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient.
July 3
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While a new report on multifamily offices finds big growth industrywide -- nearly 10% asset growth in 2011, the last year cited -- family office executives said a "primary growth constraint" was the ability to hire dedicated business development professionals.
July 3 -
Acquisitions are on the mind ofJeff Montgomery, who took over the helm of AFAM Capital at the height of the financial crisis in 2008.
July 3 -
By now, the Securities and Exchange Commission's newly-minted Chair Mary Jo White must be inundated with advice on how to succeed at her job from sources near and far.
July 3 -
Asset management deal activity rose during the first four months of this year as compared to a year earlier, according to a new report by Freeman & Co.
July 3 -
The recent market selloff battered municipal bonds unevenly, as those investors holding credits with higher coupons fared the best.
July 3 -
Larkspur, Calif.-based Litman Gregory Asset Management has hired Meredith Shuey Etherington as senior investment advisor, providing investment advisory services to individuals, family groups, foundations, and endowments.
July 2 -
Asset management deal activity rose during the first four months of 2013 over the same period in 2012, according to a new report by Freeman & Co.
July 2 -
The number of disciplinary actions rose as the regulator invested in new platforms and technology to broaden oversight.
July 2 -
In the current issue of Bank Investment Consultant, contributor Michael White details some of the reasons that thousands of community banks have opted to not offer wealth management services to customers. White says these banks are making a mistake, and uses an analogy to outdated hi-fi audio systems to illustrate their backward thinking. He even offers his analysis in the form of an acronym: HI-FI.
July 2
