BLOOMBERG April 5, 2019 What Will Cause the Next Debt Crisis? We asked analysts and investors for their thoughts on what could go wrong. For her CBC Massey Lectures in 2008, Canadian writer Margaret Atwood chose to talk about debt. The text, written in the first half of the year (and later published as Payback: Debt and [...]
FINANCIAL ADVISOR April 4, 2019 Economy Continues To Show Signs of Slowdown Last week, further signs of economic slowdown emerged as the Commerce Department issued a downward revision to the fourth quarter 2018 estimated economic growth. Fourth quarter gross domestic product was revised sharply lower from 2.6 percent to 2.2 percent, which, among other factors, [...]
Should Your Firm Add A Family Office? Where to Start and What You Need to Know As the number of those with significant wealth continues to increase so does the demand for deeper, broader, and higher-touch assistance in nearly every aspect of their lives. Thus, the rapid growth in demand for family office services [...]
FINANCIAL ADVISOR IQ March 20, 2019 In Volatility, Should You Be Protectionist or Opportunistic? The following text is a transcript of a portion of a speaker’s presentation made at an industry conference or during an interview. This transcript solely represents the view of the individual who spoke, and not the view of Financial Advisor IQ [...]
FINANCIAL ADVISOR ONLINE March 6, 2019 Sanctuary Wealth Hires Michael Ragins As IAR Sanctuary Wealth Partners, based in Indianapolis, has hired Michael Ragins as an investment advisor representative. Ragins specializes in stock funds and private equity opportunities. As an investment advisor representative, he will work with Sanctuary’s high-net-worth clients, institutional investors, foundations and family offices [...]
MARKETWATCH March 6, 2019 Sanctuary Wealth Expands Its Capabilities and Expertise with the Addition of Respected Industry Professional Michael Ragins Expanding Sanctuary’s Range of Investment Options for High-Net-Worth Clients, Institutions and Foundations Sanctuary Wealth (“Sanctuary”) announces that Michael Ragins is joining Sanctuary as an Investment Advisor Representative. In his new role, Mike will help to [...]
LinkedIn January 24, 2019 Five Misconceptions About Millennials – and the Lessons the 21-year-old Intern Taught the CEO I’ve had numerous mentors and teachers whose years of experience offer wisdom and advice. Yet some of the most recent things I’ve learned have come from our Millennial intern, Kayla. I had preconceived notions about Millennials and Kayla [...]
FINANCIAL ADVISOR IQ December 13, 2018 Big Name Converts to RIA Space Are Influencing Others to Join the Bandwagon The breakaway movement of brokers going independent went into full swing in 2018 largely because of the influence of high-profile names deciding to make the change, insists Schwab Advisor Services. Schwab Advisor Services saw more activity among [...]
CNBC ‘We’re kids in a candy store’ — money managers use the wild stock market swings to find value December 12, 2018 “The market is repricing risk. We’re more active in identifying securities that are undervalued,” says Greg Hahn, CIO at Winthrop Capital Management. Susan Schmidt, head of U.S. equities at Aviva Investors, says she [...]
Top 8 To-Dos when Leaving a Wirehouse to Become Independent Considering leaving your wirehouse to become independent? You’re not alone. In 2016, there were 64,000 independent and hybrid retail-focused RIAs at 18,000 firms.1 The most successful have one advantage in common — a well-researched, clearly articulated plan to break away. Here are the top eight [...]
