-
In the wake of Obama's re-election, there is much that wont change said MFS experts in a post-election webcast. Historically markets have done better under Democratic Presidents, but even more important is the business cycle and the shape the of U.S. economy.
November 8 -
As advisors scramble to make an impression on prospective clients, one valuable tool is becoming increasingly apparent blogging.
November 8 -
As social media increasingly becomes the preferred medium of communication for clients, it is in the best interest of advisors to develop a successful blogging strategy to keep existing clients close (and prospective clients coming.)
November 7 -
While many finance firms have developed their own applications, technology expert Bill Winterberg analyzes and ranks at the top eight asset and investment manager apps for advisors.
November 7 -
Last nights speech showed that he knows that he needs the whole country engaged and to work with him, BNY Mellon Investment Management CEO Curtis Arledge said of President Obama.
November 7 -
When the concept of retirement was first mainstreamed in America in the 1930s, it was largely viewed as having one foot already in the grave. For many baby boomers today, it might well mean the same thing.
November 7
-
Legacy Wealth Planning announced Wednesday that it hired Mark Elston and his team of financial advisors.
November 7 -
The election results virtually guarantee that key portions of health care legislation passed in 2010 will go into effect next year, as scheduled. Thus, many clients will face a 3.8% surtax on investment income.
November 7 -
Advisors can calm clients who wanted a Romney victory.
November 7 -
In response to the damage and disruption inflicted by Hurricane Sandy, the Securities and Exchange Commission has confirmed that it will extend the deadline for regulatory filings for publicly traded companies, investment advisors and other regulated entities.
November 7





