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Making Fortunes and Letting it Ride: 13 New Year Investing Resolutions
Anyone that tells you they have investing game all figured is, well, a dope. You can tell them that cold hard reality came from Brian Sozzi at Yahoo.
Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth
Trump admin said it expects economy to grow at pace of 3% and that the Federal Reserve can continue to lower interest rates in that environment.
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Dynamic: Election Results Vs. Market Returns
Expectations were for a split government, meaning no major legislation can be enacted without bipartisan support. This could be constructive overall.
FusionIQ Launches finTAMP Ecosystem to Address Market Demand for Next-Generation Wealth Management Offering
FusionIQ's finTAMP provides wealth managers access to alternatives and other sophisticated investment options in a digital-native environment.
Envestnet: How Data Drives Personal Insights for Businesses, Advisors and Their Clients
As more people expect custom, data-driven services, more wealth firms must scale up their approach to analytics in order to retain clients and grow.
GeoWealth: Maximize Firm Value by Decreasing Fixed Operational Costs
New clients and accounts often lead to additional operational costs, driving firm value down. How do you grow without wrecking your margins?