Welcome to Financial Advisor IQ

July 18, 2014

For Many Wealthy Clients, Only Stockpicking Will Do
A portfolio of individual securities makes sense for large accounts.
Merrill Lynch’s New Platform Wins Resounding Praise
Mind you, it’s Merrill doing most of the praising, and adoption is mandatory.
Hints That Signal a Client Is Fed Up
What seems like a minor issue to you could be a deal-breaker.
Scorpio’s List of Biggest Global Wealth Firms
A certain Swiss bank tops the standings, followed by familiar U.S. names.
Don’t Settle for Your Clients’ First Answer
They may name one financial goal but have their hearts set on another.