Apriem Advisors is one of the first-class registered investment advisory (RIAs) firms to make Financial Times' (FT) 300 list. The fourth edition of the FT 300 assesses RIAs on desirable traits for investors and firm achievements including assets under management, asset growth, industry certifications, SEC compliance record and accessibility. Below is an excerpt: "The formula the FT
Benjamin Lau, our CIO, discusses the potential for a mid-June rate hike from the Federal Reserve and how the economy is improving with Reuters' Aleksandra Michalska. Below is an excerpt: “Right now we are pretty much near the end of earnings season and there is about a two week lull between now and when the
Our CIO, Benjamin Lau, Skyped into Reuters TV’s daily market report on June 1 to discuss the ADP Employment Report and Auto Sales data and how these numbers are lifting Wall Street. Here is a snippet of Ben’s commentary: “After today's good numbers with ADP, with ISM and also from today's auto sales numbers, it
U.S. News & World Report surveyed analysts to determine seven ways to invest in smartphones. Apriem's Jennifer Necir, CFA, CFP®, provided valuable insight into the social media leader Facebook and its advertising revenue. Below is an excerpt: "Facebook had a stellar revenue growth fueled by mobile advertising. As of the first quarter of 2017, mobile
Apriem President Rhonda Ducote discusses the increasingly common situation that puts women at the forefront of financial decision making unexpectedly and how advisors can successfully navigate these circumstances. Below is an excerpt: "As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from
Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program. Below is an excerpt: “Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women of Wisdom (WOW) program in 2014 to help educate, empower and encourage all women to get more involved in their
Our brilliant CIO, Benjamin Lau, Skyped into Reuters TV’s daily market report on May 1 to discuss what he’s looking for in Apple’s Q1 earnings announcement. Here is a snippet of Ben’s commentary: "Apple is trading at a discount compared to the S&P 500 but the real story is going to be what will happen
Apriem Co-Chief Investment Officer Bejamin Lau comments on the Trump Administration's proposed tax cuts and how they could potentially provide a boost to small businesses. Below is an excerpt: “Most small businesses struggle with transition planning. Getting rid of the estate tax would get rid of a lot of the liquidity problems that future generations might
Apriem’s President Rhonda Ducote has been nominated for the Orange County Business Journal’s Women in Business awards. Below is an excerpt of a special section where she was featured: Rhonda Ducote has been passionately serving as a wealth manager for more than two decades. She has been with Apriem Advisors since 2000 and currently serves as
Apriem Advisor's Landon Yoshida has been named principal and vice president of wealth management after six successful years with the firm. California Broker discussed the promotion. Below is an excerpt: "Yoshida was an integral part of Apriem's recent 20 percent year-over-year organic growth. He leads the firm's Industrial Retiree Services, fueled by current of soon-to-be
