Finding and Serving African-American Clients
I have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.
At Schwab Impact, Women at the Forefront
At the Schwab Impact kickoff in Boston, women took center stage at a discussion on Tuesday evening of the economy and markets and what investors should do now.
At Schwab Impact, Skepticism Voiced Over 'New Normal'
During the pre-conference opening session at Schwab Impact 2010 in Boston on Tuesday evening, advisors in the audience responded warmly to skepticism that the markets and economy is marked by a "new normal" as espoused by PIMCO's Bill Gross and Mohammed El-Erian.
At Schwab Impact, Optimism Reigns on the Markets and Economy
Kicking off Schwab Advisor Services' Impact 2010 conference in Boston, a panel consisting of Liz Ann Sonders, Schwab's chief investment strategist, and Ariel Investments' president said they were optimistic about the economy and the markets for the rest of 2010 and into 2011.
Schwab IMPACT Conference Registration Outpacing 2009
Charles Schwab IMPACT 2010 Conference will focus on technology at the annual conference from October 26-29, as advisor registration has already outpaced last year's numbers, according to Schwab on Thursday.
Ariel Investments: African-Americans Lag in Retirement Planning, Accumulation
Median assets in retirement plans about half the amount of white investors
Mutual Fund Spotlight: One For All
It may seem only natural that Chicago-based Ariel Investments' flagship $2.3 billion Ariel Fund attracts more attention than the firm's other products. After all, it...
John Rogers on the Advisor Diversity Challenge
One of the general sessions of NAPFA's annual conference was a session with John W. Rogers, Jr., chairman and founder of Ariel Investments. He was...
Afr. Americans, Hispanics risk retirement shortfall
Nearly two of every five African-American workers and almost a third of Hispanic workers borrow from their retirement accounts. This compares to just one in...
Study: African Americans, Hispanics "significantly" unprepared for retirement
A comprehensive examination of 401(k) saving and investing behaviors of African-American, Hispanic, Asian and white employees finds African-American and Hispanic workers are "significantly" less prepared...