-
Last month, exchange-traded funds and exchange-traded products globally had net inflows of $11.4 billion, according to ETFGI.
March 6 -
CIC Wealth Management, a Maryland-based RIA, plans to grow by targeting single and divorced women as clients.This demographic currently represent about 35% of the $300 million firm's client base, but could its plans to increase that percentage significantly be thwarted by the fact it only has one female advisor?
March 6 -
You don’t slack off when you meet clients or prospects in person, so don’t do it online. Invest the resources necessary to polish your profile.
March 6 -
For the week ended Feb. 27, investors pulled an estimated $1.13 billion from U.S. stock mutual funds, giving the funds their first weekly outflow this year.
March 6 -
At the end of 2012, investors had a combined average balance of $225,600 in their workplace retirement plans and IRA accounts.
March 6 -
Some advisors already consider it the new Swiss Army knife of financial planning. But how can you use these for your clients?
March 6 -
A recent Schwab survey of planning students at Texas Tech found that the lure of client relationship management and working in-person with clients remains high, with nearly half of students citing the latter as a priority.
March 6 -
All financial advisory referrals come from just 28% of your clients, according to a survey. But what type of clients are sending you new business?
March 6 -
Low-volatility stocks are in demand, as evidenced by the popularity of low-volatility ETFs and the ongoing expansion of available choices.
March 6 -
The Internal Revenue Service said Tuesday that its Modernized e-File Production system is taking longer to generate federal acknowledgments for tax return filings.
March 6








