Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
Top Portfolio Mistakes Advisors Make Advisors are people, too, and they make investing mistakes like everyone else. Here are the most common ones they make, according to advisor and Financial Planning contributing writer, Allan Roth.
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Are smaller firms getting squeezed by competition and consolidation or are new technologies and resources changing the game? Peter McGratty of Pinnacle Advisor Solutions sees opportunities ahead for small RIAs.
“When women become more successful in the workforce, only good things happen,” says Sallie Krawcheck, the new owner of international women’s networking organization 85 Broads. She speaks with On Wall Street about how wirehouses could improve their bottom line by creating a more gender-equal environment, and suggests they model themselves after private banks.