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Investors Bypass Financial Advisers, Opt for More Control: Celent

By Michelle A. Samaad | March 28, 2013

Growing number of active traders and consumers wanting more control over their investments led to more growth in the self-directed market in 2012.
Aite: Debt Stall Exacerbates Investors’ Fears

By Michelle A. Samaad | July 26, 2011

The current government debt crisis in the United States adds another layer of fear for retail investors, a new report says.
Banks Fall Short in Cross Selling Investment Products

By Michelle A. Samaad | January 31, 2011

When it comes to cross selling investment products to the affluent, banks in the United States have experienced limited success compared to Canadian banks.
Financial Planning Model Is Set To Morph Under New Regulations

By Michelle A. Samaad | September 29, 2010

With new regulations on the way that will impact how financial advisers interact with their clients, financial planning is poised to become a more scrutinized solution.

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