JPMorgan Advises To Watch The Treasury-Bond Market For Rally Fatigue
JPMorgan advises wealth advisors and RIAs to watch the Treasury-bond market for any indications of stock rally fatigue.
The Wall Street CEO Raising His Hand To Run Trump’s Economy
The text to Elon Musk: a picture of giant scissors. Musk’s text back: a picture of a sword.
Dynasty: Why And How Clients Leave
Dynasty Financial Partners has announced the results of its annual Dynasty Connect Survey of high-net-worth investor sentiment. The 1,000 respondents, all of whom currently work with financial advisors, each have a minimum of $500,000 in investable assets and were surveyed between July 5 – July 15, 2024. For context, 29% began working with their financial advisors within the past four years, and 27% within the past nine.
SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from Eight Leading Asset Management Firms
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 16 new strategies from eight leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,518 strategies from 320 distinguished asset management firms.
Buckingham Strategic Partners: Charge What You're Worth
If you’re a Gen Xer like me, you likely watched the TV game show “The Price is Right” starring Bob Barker. In the show, a member of the audience was invited to “come on down” and compete for a place on stage. But to get there, they and five other guests had to guess the price of a featured item. As a fan of the show, I was horrible at guessing the amount. Fortunately, in the wealth management business, there’s some clear data on how to price one’s offering and how to charge for your services. In the words of Warren Buffet, “Price is what you pay. Value is what you get.”