From On Wall Street
Added on December 2015 in Join an RIA
1 visitor like this article | Viewed 4561 times | 0 comment
Summary: This year brought some of the biggest moves in recent memory. On Wall Street reported more than two dozen teams managing $1 billion or more in client assets switched firms. By comparison, less than 10 such teams made a move last year.
From WealthManagement.com
0 visitor like this article | Viewed 5604 times | 0 comment
Summary: Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett are long-term thinkers. In fact, Fink has been on a crusade against short-term thinking, which he refers to as “short-termism.”
From InvestmentNews
Added on December 2015 in Form an RIA
0 visitor like this article | Viewed 4718 times | 0 comment
Summary: Fiduciary duty could finally come to fruition next year.The Labor Department is poised to release a final rule in the spring that would require financial advisers to act in the best interests of their clients when dealing with retirement accounts. Meanwhile, the Securities and Exchange Commission has put a similar proposal for retail investment advice on its regulatory agenda.
From Financial Planning
0 visitor like this article | Viewed 4276 times | 0 comment
Summary: As we enter the final days of 2015, many advisors will be taking time to review the year. Some will reflect on the turbulent markets, others will look at missed opportunities for growth, but most will write off 2015 as a moderately successful year. But instead of looking back, it is even more important to consider your game plan for next year.
From InvestmentNews
1 visitor like this article | Viewed 4369 times | 0 comment
Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
