Christopher Williams

2 weeks ago | fa-mag.com | Christopher Williams

The U.S. has lost much credibility around the globe. Longstanding trade issues with China are likely permanent. And President Trump’s potential defiance of Supreme Court rulings could tip the country into political crisis. Those are among the stout headwinds facing the country and the economy, according to Capital Group strategists. But despite these and other challenges, the firm doesn’t see the economy slumping into a recession this year.

3 weeks ago | fa-mag.com | Christopher Williams

What tariff trade war? Once floundering stocks are sizzling and economist Ed Yardeni, along with other Wall Street strategists, is lowering the odds of a recession and upping year-end price targets for the benchmark S&P 500 index after the U.S. and China put a 90-day pause on their tariff war that has been roiling the global economies for a month.

4 weeks ago | fa-mag.com | Christopher Williams

Advisory revenue models predicated on the idea that clients with $5 million will pay $50,000 in annual fees are rapidly becoming less viable. Your clients, notably wealthier ones, are going to expect lower fees going forward, and more options with pricing. Advisors are going to have to adjust their fee structures while at the same time meeting clients’ demand for more services.

1 month ago | fa-mag.com | Christopher Williams

With consumer sentiment plunging to depths not seen in years and even JPMorgan CEO Jaimie Dimon saying the best-case economic scenario for the country is a recession, many investors are inclined to kick U.S. equities to the curb. Osterweis Capital Management isn’t one of them.

1 month ago | fa-mag.com | Christopher Williams

A Florida court has affirmed an arbitration panel’s award of almost $3 million to an financial advisor who alleges an advisory firm in Bellevue, Wash., stole his clients.