Scandal-Hit Trading Desk Turns Into Money Spinner at Wells Fargo
Wells Fargo’s early test of how much it can grow a trading desk by leaning on relationships across corporate America yielding a $1 billion answer.
Everything Points to Equity Increase Per Jeremy Siegel
Equities are poised for a further 10% increase, and this upward trend in the market does not hinge on reductions in Federal Reserve rates.
GeoWealth: Master The CEO Mindset
For most RIAs, the advisor piece of running a financial advisory firm comes easily. Building strong client relationships, guiding progress toward goals, managing portfolios – all of these skills fall squarely in an advisor’s wheelhouse.
But what about running the business? Those executive leadership, decision-making and strategizing skills are just as important for the success of the firm, and advisors who are also RIA firm owners can’t afford to view their businesses solely through an advisory lens.
CPAlliance: Utilizing the 1040 as a Personal Financial Planning Tool
As any good financial planner knows, gathering all the details necessary to make thoughtful and strategic recommendations for your clients is paramount to helping them achieve their financial dreams and goals.
To gather everything they need, many advisors utilize a fact-finding tool. At CPAlliance®, we created a tool called the Financial Planning Questionnaire, or FPQ for short.
Smartleaf Asset Management Announces Collaboration with Clearstead Advisors to Deliver Personalization and Tax Optimization at Scale
Smartleaf Asset Management, LLC (“SAM”), the RIA subsidiary of Smartleaf, has announced a strategic partnership with private wealth management and institutional investment consulting firm Clearstead Advisors (“Clearstead”). This collaboration, which will afford Clearstead clients with greater access to personalized and tax-efficient investment options – including direct indexes – marks a milestone in SAM’s ongoing efforts to empower financial professionals and firms to deliver outstanding portfolio management.