Ever curious about what clients say about their financial advisors behind closed doors? We recently got the lowdown from Kevin Huhn, 54, who, after an eclectic career, now heads Be Your Best Today, a media and public relations firm near Toronto.
March has already proven to be extremely exciting, with many twists and turns, in both NCAA men’s basketball and with the political, economic and financial markets.
Watch our Editor David Armstrong talk with Seeyond's Alex Pire about MVIN, the company's actively managed ETF investing in low volatility international stocks to seek risk-adjusted returns.
Now that the dust has settled after a number of firms—including Morgan Stanley and UBS—left the Protocol for Broker Recruiting Agreement, Fidelity surveyed advisors about the impact of the departures. About half of the 455 advisors surveyed said firms that remained members of the agreement will be more attractive to brokers looking for a new employer. ...
BMO Wealth Management To Use SEI Wealth Platform BMO Wealth Management, the U.S. advisory firm affiliated with Bank of Montreal, said Wednesday that it will begin using SEI's wealth management platform. The firm said the reason for the switch was to improve its technology and the experience for both its advisors and end-clients. ...
Americans Uninterested in Closing Income Gap Neither rich nor poor Americans are all that interested in redistributing wealth, according to a new study. The study, penned by political scientists at Stanford, Washington University in St. Louis and St. Gallen University in Switzerland, gave 5,000 adults in Germany and the United States a chance to play Robin Hood by redistributing funds on Amazon gift cards in the amounts of $25, $50 and $75. ...
