article thumbnail

Goldman Sachs’ Adam Siegler to Lead Firmwide RIA Strategy

Wealth Management

Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.

article thumbnail

Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. .

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Insights – December 25, 2023

Cornerstone Financial Advisory

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. a Registered Investment Advisor.

Taxes 92
article thumbnail

Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor. Jobless Claims.

article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

article thumbnail

Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

article thumbnail

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 202