Business head: Alan M Markarian
No. clients: 230
Min. assets: $100,000
In the News
December 13, 2016 - Andy Williams can be heard singing â€śIt's the Most Wonderful Time of the Yearâ€ť over the airwaves these final weeks of 2016. For charitable organizations, the words are appropriate, as December is the time nonprofits traditionally receive a significant...
August 12, 2016 - Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. â€śValuations are getting high, but they can get even higher...
August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...
August 4, 2016 - If the direction of asset flows out of stock funds and into bond funds this year is any kind of guide, investors are seeking shelter and yield in fixed income. But they could be getting neither. Through the end of June, U.S. equity mutual funds experienced...
July 5, 2016 - The bond market is screaming â€śhalt,â€ť while the stock market is scratching its head wondering what all the fuss is about. For financial advisers, the challenge will be to figure out whether it makes more sense to trust the bond market's signals that...
July 1, 2016 - Liquid alternative strategies are growing up, and that means some growing pains. There's asset allocation and there's chasing returns. It's finally good to be an investor in commodities. A turnaround for the asset class. With history as a guide, the S&P...
May 13, 2016 - The roller coast ride continues for investors in commodity-focused funds, as witnessed Wednesday with the announced liquidation of the 19-year-old Oppenheimer Commodity Strategy Total Return Fund (QRAAX). Even though the category, as tracked by Morningstar,...
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The only thing holding financial advisers back from accomplishing what they want is the assumptions they're making, according to Stephanie Bogan, founder of Educe Inc.
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Latest news & opinion
Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.
Principal has communicated that independent agents must change their business models to keep receiving compensation.
ICI, Chamber of Commerce among groups asking for delay, while Democratic lawmakers call on DOL to keep to its earlier planned schedule of Jan. 1, 2018.
Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.
They seek to turn knowing more about clients into growing more revenue.