Catching up with... Jeffrey Mortimer
By Kate McBrideHow can advisors justify why it makes sense--and cents--for investors to work with them? One concrete way to show clients how you add value can...
March 20, 2007
High-Net-Worth Investor StudyMost millionaires use a financial advisor, according to the High Net Worth Investor Study released March 19 by Boston-based Fidelity Registered Investment Advisor Group (FRIAG). The study profiled how millionaires use financial advisors, and assessed their confidence in the current economy and the economy a year from now.
March 07, 2007
Study Finds RIAs Steady on InvestmentsAdvisors are concerned about the level of domestic political discord, and expect the global political landscape to be more volatile over the next six months, but that concern will not impact their investment decision-making on behalf of clients was one of the main findings of Schwab Institutional's first semi-annual survey...
March 01, 2007
Your Partners' Role In Retirement Planning"Advisors have been in the retirement business since day one," admits Charles Goldman, but a "giant psychographic shift" has occurred among boomer preretirees who are...
February 23, 2007
Matchmaker, Matchmaker...Fidelity Investments is rolling out a service in which the firm will match high-net-worth (HNW) investors with select registered investment advisors who are Fidelity custody clients. The new service, Wealth Advisor Solutions, was first introduced in Boston, Chicago, and San Francisco, in January.
February 22, 2007
New President for Charles SchwabCharles Schwab Corp. announced Feb. 21 that Walt Bettinger, a longtime Schwab executive, has been named president and COO of the company, effective immediately.
February 09, 2007
TD Ameritrade Shows Its Commitment to RIAsTD Ameritrade Institutional launched its national conference in San Diego on February 8 with an address from TD Ameritrade CEO Joe Moglia. Speaking to a packed hall including an estimated 1,500 RIAs, Moglia outlined the company's long-range growth strategy, which includes a number of initiatives designed to help TD Ameritrade...
February 01, 2007
Benchmarking for DollarsWhen I lived in Washington, DC in the early 1980s, the fact that I was born in Russia almost always elicited an incredulous reaction. People...