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WSJ Wealth Adviser Briefing: Asia PE, Private Homes, Boss Wants to Know Your Thanksgiving Plans

WSJ Wealth Adviser Briefing: Asia PE, Private Homes, Boss Wants to Know Your Thanksgiving Plans

Venture capitalists are beginning to heed calls to increase racial and gender diversity in their ranks and investment targets, according to a new survey from Morgan Stanley. About three in five venture capitalists surveyed said the Black Lives Matter movement had influenced their investment strategy and more than two-thirds said they are more likely to […]

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WSJ Wealth Adviser Briefing: Life Insurer Recovery, Shopping Luxury Brands, Saying No Gracefully

WSJ Wealth Adviser Briefing: Life Insurer Recovery, Shopping Luxury Brands, Saying No Gracefully

If you’re a financial adviser, does your practice have a defined market strategy? If not, you could be missing out on meeting your growth goals. That’s among the takeaways from Broadridge Financial Solutions’ second-annual financial adviser marketing survey, which found that 77% of advisers have no defined marketing strategy. Below, some of the best analysis […]

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WSJ Wealth Adviser Briefing: Betting on Dollar Weakness, Credit-Card Pitfalls, Hawaii Need for Visitors

WSJ Wealth Adviser Briefing: Betting on Dollar Weakness, Credit-Card Pitfalls, Hawaii Need for Visitors

During the Covid-19 pandemic, investors’ use of wealth management mobile apps has increased, according to a new J.D. Power study. That’s the good news. The bad news? Investor satisfaction with the apps lags that for other industries, and wealth management firms are missing opportunities to use the technology to boost customers’ interactions with advisers, J.D. […]

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WSJ Wealth Adviser Briefing: Shipping Stocks, Investing Mistakes, Broadway Return

WSJ Wealth Adviser Briefing: Shipping Stocks, Investing Mistakes, Broadway Return

There’s a new way for independent financial advisers to invest a slice of their clients’ portfolios in digital currency Bitcoin, and it has already received the blessing of one top RIA firm: Mariner Wealth Advisors. Eaglebrook Advisors, a Washington, D.C.-based investment firm with a crypto focus, said it was launching a separately managed account designed […]

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WSJ Wealth Adviser Briefing: Virus Baby Bust, Office Legal Minefield, Thanksgiving Guest List

WSJ Wealth Adviser Briefing: Virus Baby Bust, Office Legal Minefield, Thanksgiving Guest List

Managing a nest egg seldom has been more complicated. Although returns on safer assets have been paltry for some time, they plunged to new lows this year as the Federal Reserve aggressively loosened its monetary policy to underpin the economy. The result? In this year of huge uncertainty about the economy and markets, older investors […]

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WSJ Wealth Adviser Briefing: Bank Application Boost, Emerging Market Rebound, Vacation Gift Ideas

WSJ Wealth Adviser Briefing: Bank Application Boost, Emerging Market Rebound, Vacation Gift Ideas

Talk about an acquisition spree. It wasn’t quite a year ago that Canadian wealth and asset manager CI Financial launched a U.S. expansion by striking a deal to purchase its first RIA firm, Surevest of Phoenix. Now that’s it’s buying RGT Wealth Advisors, a Dallas-based RIA with about $4.7 billion in assets under advisement, CI […]

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