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Financial Planning
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Raymond James has 'zero cross-selling' requirements: CEO

4+ week, 2+ day ago  (928+ words) Unlike at other firms, cross-selling bank offerings like loans to wealth management clients isn't mandatory at Raymond James, says CEO Paul Shoukry. Speaking Monday at Raymond James' annual institutional investor conference, held this year in Orlando, Florida, Shoukry said Raymond…...

Financial Planning
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Investing in the family franchise: Junior Bridgeman's legendary lessons

1+ mon, 1+ week ago  (1080+ words) The Bridgeman family's strategic meetings initially began informally over meals, as Junior Bridgeman's three children took more interest in his businesses and investments. Later, they turned into quarterly gatherings as "a Q&A for my siblings and I with our…...

Financial Planning
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An FP Friendsgiving: A holiday recipe roundup from leaders in the wealth industry

4+ mon, 1+ week ago  (316+ words) Most of us have long-held holiday traditions, with food being one of the centerpieces. We'll gather around tables for Thanksgiving and dip into casserole dishes filled with delectables that have been served up for years and maybe even decades. While…...

Financial Planning
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AI as Your Creative Partner: Crafting Compelling, Authentic Content That Converts

5+ mon, 4+ day ago  (47+ words) Content is still king'but now, AI can help you create it faster, better, and more consistently. In this session, we'll show you how to use AI to generate blogs, social media posts, emails, and videos ... AI as Your Creative Partner:…...

Financial Planning
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Returns on comic books rarely go up, up and away

5+ mon, 3+ week ago  (1609+ words) Comic books, once the niche domain of superfans, have evolved into an asset class attracting big money, with some rare editions fetching seven figures at auction." Many successful comic book investors and collectors started out as children who fell in…...

Financial Planning
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Should collectible cars drive an investment portfolio?

8+ mon, 1+ week ago  (1081+ words) When it comes to collectible alternative investments, cars may be one of the flashier options. However, with some vehicles going for millions at auction, they may be among the most profitable, as well. The market for collectible cars as portfolio…...

Financial Planning
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Collectible cards are hot, but are they good investments?

6+ mon, 1+ week ago  (1460+ words) As recent headlines have proven, the market for collectible cards is hotter than ever. Last month, Canadian investor and "Shark Tank" co-star Kevin O'Leary revealed he was one of three buyers of a 2007-2008 Upper Deck Kobe Bryant/Michael Jordan card....

Financial Planning
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Avoiding the pitfalls of windfalls, from lotteries to inheritance

7+ mon, 4+ day ago  (1246+ words) Saturday's Powerball jackpot " headed toward $1 billion as of press time " is now the sixth largest in the lottery's history. No winner has been declared in the past three months, and with the odds at 1 in 292,201,338, it's no wonder. But if…...

Financial Planning
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Liquid assets? How fine wine can age well as an investment

7+ mon, 4+ day ago  (1002+ words) For many wine enthusiasts, the accumulation of rare vintages doesn't start out as a well thought out investment strategy. But what typically starts as a passion project often slowly turns into a collection that becomes quite valuable. For example, Brennan…...

Financial Planning
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Should clients take a shot at investing in whiskey?

7+ mon, 3+ week ago  (1292+ words) Though it might appear simple on the surface, investing in Scotch whisky, whiskey or bourbon can be an endlessly complicated proposition. For example, Scotch whisky comes from Scotland. Whiskey is from Ireland and the U.S. Similar to the location-specific aspect of…...