What Advisors Are Saying:
How advisors—and their clients—successfully navigated 2020
Volume 29, Issue 2
IN THIS WEEK’S ISSUE:
UPCLOSE
The state of retail wealth management: 2020 trends and opportunities for 2021
Research findings from the 2020 PriceMetrix study, “The State of North American Retail Wealth Management,” identify key trends, “lessons learned,” and potential success factors for financial advisors.PriceMetrix, a data and analytics company that is a division of...
Jobs data disappoint; manufacturing trends higher
Against the backdrop of rising COVID cases, hospitalizations, and deaths, as well as a tumultuous political environment, two major economic reports were released last week. MarketWatch reported, “The U.S. lost jobs in December for the first time in eight months as the...
NASDAQ volume reaches extreme point
We are seeing some wild numbers for NASDAQ share volume lately, much bigger than anything in recent years. This points to a speculative blow off underway. For many years, analysts have looked at the ratio of NASDAQ to NYSE volume as an indicator of tops and bottoms...
Key operating principles help differentiate an RIA firm
Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC have been in the financial-services industry for more than 30 years, working with clients across the U.S. and abroad. I tell...