Apriem President on Peer Comparisons and Growing a Firm
Annually, Charles Schwab conducts its benchmarking study to gather data in the financial industry. For the 2019 survey, released in July, 1,300 RIAs representing more than $1 trillion in assets participated. The bottom line results
Three-peat: Apriem Advisors Named An Elite RIA by Financial Times
Apriem Advisors was named one of the top 300 RIAs in the United States for the third year in a row by the Financial Times. The 2019 edition of the Financial Times 300 Top Registered
Apriem Featured in OCBJ’s List of RIAs
Apriem was featured in the first ever Orange County Business Journal "The List: Registered Investment Advisors". Below is an excerpt: “The fiduciary model is growing faster than brokerage houses”, said Harmon Kong, who co-founded Apriem
U.S. Stocks Pare Gain as Treasury Yields Weaken (Bloomberg)
As the trade war continues, both stocks and treasury yields were down this week, indicating investors are concerned about current uncertainties.
Rhonda Ducote and Jennifer Olson nominated for Women in Business Award 2019
Apriem President Rhonda Ducote and Vice President Jennifer Olson were both nominated for the Orange County Business Journal’s 2019 Women in Business Award.
Investors Shift Toward Stocks, Driven by ‘Fear of Missing Out’ (Wall Street Journal)
Stocks have stabilized and investors are taking note, with some analysts expecting growth to continue despite a projected economic slowdown. This is driving many investors to scramble to better position themselves in the stock market.