Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. View the 2024 Top Advisor Rankings by State.
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.
Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000.
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election.