Why did we do this research? While females control 51% of the personal wealth in the U.S., they represent only 32% of the financial advisor population. If individuals prefer to work with teams that include both women and men, the industry would benefit by redoubling efforts to attract and recruit female financial advisors. Why is
Why did we do this research? A national representative sample of 1,046 investors with at least $50,000 on deposit at their brokerage firm collected by FINRA revealed that 15% of individuals carried a monthly balance on their credit cards, compared to 13% who had a securities-based loan. Why is this research important? Individuals who assume
Research shows that certain personality traits, such as agreeableness, make clients more likely to leave unequal bequests.
Overconfident investors were found to be more likely to seek recommendations from financial advisors but less likely to hand over trading discretion.
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
What financial advisors should consider before implementing AI in their practices.
Watch Job Curtis, Fund Manager of The City of London Investment Trust (CTY), as he gives an investor update.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.