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Raymond James Signs Up Two RIA Firms

by FA Staff

A $2.6 billion RIA in Atlanta and another advisory firm in Kentucky moved their custodial business to Raymond James.

Want Affluent Clients? It Helps To Be An Old, White Man

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Affluent investors appear to have a hardwired preference for old, white and male advisors.

What To Worry About: A Bear Market

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A bear market, especially one that lasts a long time, can turn a successful portfolio into a failure.

Fiduciary Rule Opponents Unlikely To Get It Barred In Court

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The court where the suit was filed leans left, says ERISA Lawyer

Rate Hikes, The Dollar And Emerging Markets

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Emerging markets have outperformed developed markets during most Fed tightening cycles since 1969.

Fugitive Connecticut Fund Manager Charged In New U.S. Indictment

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A new indictment charges a fugitive Connecticut fund manager with embezzlement following insider trading charges.

Uncertainty At The Fed

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The Federal Reserve has lost sight of its main mission, costing it credibility.

Earnings Recession

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Two quarters of negative year-over-year earnings growth is generally interpreted as an earnings recession.

Former AIG Chief Hank Greenberg Must Face Fraud Trial

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The former American International Group chief executive must face a fraud trial over transactions at the insurer.

More Americans Plan To Retire After 70, Says HR Consultant

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An HR consulting firm says 23 percent of Americans now expect to retire after 70, up from 16 percent in 2009.

Suit To Void Fiduciary Rule Filed By Five National Trade Groups

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The groups claim the DOL exceeded its congressional authority with the rule.

Gigonomics: The Dismal Science Behind Today’s On-Demand Jobs

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The rise of tenuous job arrangements is causing Americans anxiety about their future and savings.

Obama Urges Social Security Increase in Preview Of Campaign Role

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President Barack Obama on Wednesday called for an increase in Social Security benefits for the elderly.

Personal Branding: Stand Out From The Crowd

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Take the time to create or boost your brand and reap the benefits of your efforts.

Conversation-Killing Phrases With Clients—And How Advisors Can Avoid Them

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Every interaction with a client is like a first impression, and advisors need to make the most of each one.

Why FAs Won't Be Collateral Damage In The Fintech Revolution

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Technology emphasizes the financial advisor's true value contribution.

Jam-Packed June

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The month's events will be highlighted by the “Brexit” vote and the Federal Reserve (Fed) policy meeting.

U.S. Election's Anti-Trade Tone Tops Worries Of Emerging Countries

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The anti-globalization and anti-trade rhetoric of the U.S. presidential election has pushed worries about the Fed to the No. 2 slot.

The GDP Gap

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The gap between GDP growth in the first and second quarters has widened over the past 20 years.

Study: Wealthy Leaving Advisors Behind In Tech Adoption

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According to a recent study, advisors are struggling to keep pace as wealthy individuals adopt new technology.