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.
While the S&P 500 returned 10.4% over the past year, certain sectors have surged nearly five times that. After those big gains, is it time to sell? Check out the top 10 equity sectors over the past 12 months and consider whether rebalancing should be high on your priority list.
In order to ensure maximized value of their retirement benefits, clients must be aware of Social Security rules; Plus, why automated retirement contributions are helpful for clients who intend to develop a spending budget more »
Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio. more »
The Federal Reserve signaled a pickup in the economy is keeping it on track to raise interest rates this year, though subsequent increases are likely to be more gradual than anticipated earlier. 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.