Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
U.S. stocks climbed and European equities had the biggest four-day rally in three years on Greeces bailout agreement, while the regions bond markets signaled caution. Oil dropped as Irandeal loomed. more »
The biggest emerging markets funds have seen losses over the past year, while some of the smaller, more nimble funds have posted double-digit gains. Here's a look at the biggest funds and the top-performers over the past year. more »
The Greek debt crisis and China's stock-market crash may put downward pressure on interest rates and delay the Fed's interest rate hike, and they are adding uncertainty at a time when lenders thought recovery would be taking hold. more »
The rapid rate of wealth creation by billionaire entrepreneurs will probably level off over the next two decades as economic growth slows in emerging markets and governments act against income inequality, a UBS study found. more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.