Its not just the top 1% anymore. Around 20% of U.S. adults now fall into what is being called the new rich, according to new research.Read More
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While small-cap stocks show strong valuations, the large-cap stock sector has traded at a discount, making it attractive, according to James Swanson, chief investment strategist with MFS Investment Management.Read More
David Edwards recently discussed the state of the US economy following the US Government shutdown with Mary Jane Popp, KAHI Sacramento. Other topics included ObamaCare, S&P 500 earnings, the 2014 Congressional elections and the recent Twitter IPO.Read More
David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.Read More
Among Facebook's more than a billion users are a growing number of investment advisers who use the network, as well as other social media sites such as Twitter and LinkedIn, to communicate with clients and prospects for new business.Read More
With Nasdaq's three-hour outage last month still fresh in many investors's minds another milder outage hit this week, and Wall Street is bracing for more possible market disruptions with the arrival of hurricane season.Read More
The stock market went for so long without a serious pullback this year that many strategists thought what it needed most was a vicious whipping. That problem has been solved in just a few days as a steep decline erased a third of the year's gains.Read More
Navigating the regulatory landscape and keeping an eye on issues that may impact RIAs and their clients is my job. So it was very encouraging to see the dozens of advisors who took time away from their jobs to participate in the Investment Adviser Association’s (IAA) annual Lobbying Day on June 4.Read More
The idea that financial markets will go into another freefall like the one that hit in 2008 has never been entirely left behind by many investors. It's one of the reasons a lot of them missed the current stock rally and stuck with bonds.Read More
I was recently at the annual Tiburon CEO Summit in New York, a sort of United Nations gathering of finance executives. Given how often these CEOs seemed to be checking their smartphones, I began to wonder what tools and apps they favored.Read More
Will zombies own the road ahead for financial markets or can the global economy sustain itself without central bank transfusions? That's the question posed by Pimco's cerebral chief executive officer Mohamed El-Erian in a new report that suggests the economy is still haunted by the legacy of the last crash and spoiled by the easy money that has been pumped into it since.Read More
The WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors' views on the U.S. economy and the stock market, fell by 6.7 percent in April, a steep reversal after five months of increasing optimism.Read More
In a highly regulated and competitive market, how do you stand out? Its about your brand, David Avrin, the Visibility Coach, told advisors at Fidelitys Inside Track conference in New York City on Thursday.Read More
Now that Washington has talked American investors down from the fiscal cliff, what will be the market's next obsession? And how might people invest for a new normal where tax rates have been decided, but everything from worldwide growth to the fate of Europe's economy remains in flux?Read More