Mar 25, 2011
By Charles Paikert
Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International’s latest tracking survey....
Mar 7, 2011
By Charles Paikert
The U.S. economy is moving from recovery into expansion, and could grow 4 percent this year, according to David Kelly, chief market strategist of JP Morgan Funds, who struck an optimistic note as the keynote speaker of the American Bankers Association’s annual Wealth Management and Trust Conference in Miami Beach Sunday....
Mar 1, 2011
By Jerry Gleeson
Burton Malkiel, Princeton University professor and author, “A Random Walk Down Wall Street”...
Jan 27, 2011
By Charles Paikert
Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren’t completely on board yet....
Jan 18, 2011
By Jerry Gleeson
After a summer drought in market activity, investors began trading in larger numbers last quarter, according to earnings reports released today by Charles Schwab Corp. and TD Ameritrade Holding Corp. Both firms also recorded improved asset inflows for the quarter. ...
Jan 1, 2011
By Eric Bjorgen, Leuthold Group
It's a big mistake to react to headline reports of employment, and an even bigger mistake to make investment decisions based on them. ...
Dec 8, 2010
By Philip Palaveev
If the cobbler’s kids run around barefoot, the financial advisor’s kids may be a little nervous about their college funds right now. A surprising number of financial advisors are not prepared financially for a year that likely will bring significant declines in revenue and therefore personal income. ...
Dec 1, 2010
By Charles Paikert
As technology goes, so goes the San Francisco Bay Area wealth management market. And business at tech companies, especially Internet-based firms, is booming....
Dec 1, 2010
By Eric Singer
The record for gridlock is good for investors, but history may not repeat itself this time....
Nov 16, 2010
By Diana Britton
With the absence of a V-shaped recovery, we can expect to experience the ramifications of the financial crisis for a long time, with a great likelihood that we’ll see paradigm shifts in the years ahead, said Erik Weisman, investment officer at MFS Investment Management....
Nov 12, 2010
By Eric Singer, manager of the Congressional Effect Fund
In normal times, gridlock is wonderful for real returns. But these aren't normal times. ...
Nov 9, 2010
By Charles Paikert
The stock market is now in a “historical sweet spot” following the mid-term elections, Charles Schwab’s chief investment strategist told financial advisors at the IMCA Advanced Wealth Management Conference in San Francisco yesterday....
Nov 8, 2010
By Charles Paikert
Financial advisors should prepare for both an improved economy and higher taxes, according to the keynote speakers at the IMCA (Investment Management Consultants Association) Advanced Wealth Management Conference in San Francisco this morning....
Oct 1, 2010
By Halah Touryalai
...
Aug 25, 2010
By Halah Touryalai
Advisors seem more optimistic about the economy than their own clients, according to a Charles Schwab survey of 1,200 RIAs who manage a combined $234 billion in client assets. ...
Aug 1, 2010
By Christina Mucciolo
The recent financial meltdown has instilled a new frugality in the majority of Americans....
Jul 22, 2010
By Christina Mucciolo
Raymond James and Wells Fargo Advisors report decent results in a tough environment. ...
Jul 1, 2010
By Christina Mucciolo
It's shaping up to be a record year for bank failures. ...
May 4, 2010
By John Aidan Byrne
UBS Wealth Management Americas saw further net client asset outflows in the first quarter, but the pace slowed to $6.53 billion from the roughly $10.98 billion of client assets withdrawn in the fourth quarter. Improving market conditions softened the blow as total client assets hit $721.6 billion in the brokerage unit of the Swiss banking giant, a 4 percent increase from the fourth quarter. ...
May 1, 2010
Christina Mucciolo
U.S. corporate profits jumped 30.6 percent in the fourth quarter versus the previous year, primarily driven by the financial sector, which accounted for 85 percent of that increase....
Apr 1, 2010
By Brad Zigler
The investment implications for each scenario....
Jan 29, 2010
By Jerry Gleeson
Eager to raise cash and get out from under taxpayer loans, PNC Financial Services Group is looking to sell its custody and clearing division, PNC Global Investment Servicing to Bank of New York Mellon. ...
Jan 15, 2010
By David A. Geracioti, VonAldo.com
I don’t get it. I thought Treasury Secretary Tim Geithner said the government would earn -— as in profit —- from its TARP loans about $20 billion. So why all this nonsense about punitively taxing bankers’ bonuses and massive new taxes on big financial institutions to recoup taxpayer bailouts? For more, please go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...
Jan 12, 2010
By Jerry Gleeson
Nouriel Roubini told investment professionals at a New York conference that the United States can expect an “anemic” recovery in 2010....
Sep 16, 2009
By Halah Touryalai
Things were looking up for Charles Schwab in August, with new client assets, brokerage account openings and daily average trading up versus July. But the firm is bracing itself for a few bumps in the road....
