Investors took advantage of the extra day in February this Leap Year, pushing the Dow above 13,000 points – albeit briefly – for the first time since May 2008 and moving the closely watched index up 319.16 points, or 2.53% for the month.
Those gains came on the heels of a robust January during which the Dow rallied up 3.4%, the best January percentage gain since 1997.
For some companies, there was a lot to love about February. Here’s an
For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.
It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.
Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.
The first U.S. bank to offer an exchange-traded product tied to bitcoin saw $34 million in trading on the first day.
Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.
The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."
