By any measure, the first quarter of 2012 was a very good one for investors. Here’s an
In the first three months of this year, the Dow Jones Industrial Average moved up 994.48 points, or 8.1%.
That marks the best first-quarter improvement since 1998 when it rallied up 11.3%.
Source: Dow Jones Indexes.
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."
