Tag Archives: Financial Advisors

Barron’s Top 100 Advisor Paul Pagnato Presents Future Fiduciary Model At 2017 Barron’s Summit

10 Apr
Future Fiduciary Model

  RESTON, Va., April 10, 2017 /PRNewswire/ — Paul A. Pagnato, a Barron’s Top 100 Advisor and the Founder/CEO of PagnatoKarp, presented his vision for the future of the fiduciary model at the Barron’s Top Independent Advisors Summit 2017. Paul shared his views on Best Fiduciary Practices, including principles, services, compensation structures and education, to encourage the highest […]

J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category

06 Apr
Opportunities for Financial Advisors in Emerging Affluent Category

COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor Satisfaction Study,SM released today. Surprisingly, half (48%) of emerging affluent investors currently working with an advisor […]

As Investors Seek Tech-Savvy Advisors, Will Financial Professionals Adapt?

25 Jul
Tech-Savvy Advisors

Whether it’s mapping the shortest driving route with GPS or making restaurant reservations through a smartphone app, people expect technology to provide them with the answers and the assistance they need. And increasingly, tech-savvy investors are carrying those expectations into the world of finance. “People live lives that are tech-focused, and more and more they […]

Why investing into Australia makes sense

28 May
Mountains behind Byron Bay, Australia

Investing into Australia For a country that is renowned for it very tough and rigid regulatory environment many international advisers, private investors and family offices may not be aware it a fairly simple procedure to invest directly into Australia. Elston offers a range of risk defined portfolios via our Individually Managed Account (IMA) that is […]

Impact Investing Survey Results

28 Oct
The God Vishnu sculpture from a small pond at Sheshnarayan Temple, around 10-15 km south of Kathmandu on the way to Dakshinkali - impact investing

SURVEY: 2 OUT OF 5 FINANCIAL ADVISORS SAY THEY ALREADY OFFER “IMPACT INVESTING” TO CLIENTS, ANOTHER 15 PERCENT PLAN TO DO SO Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices COLORADO SPRINGS (October 28, 2015)—“Impact investing” is a hot topic in the financial world today. […]

Top 10 Errors Made by Financial Advisors and How to Avoid Them

10 Mar
Monument, Golden Rider, Dresden, August, Gold - Financial Advisors

Financial Advisers can have great opportunities and be real assets to their communities, but they can fall prey to avoidable mistakes. Mistakes 1 through 6 cover ethical concerns and 7 through ten cover business strategy and personal concerns. 1) Making uninformed judgements. In order to stop mistakes, be sure to double check appropriate rates and […]