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
Plan Adviser discusses the promotion of Apriem's Landon Yoshida to principal and vice president of wealth management. Below is an excerpt: "Apriem Advisors, an Irvine, Calif.-based wealth management firm, has promoted Landon Yoshida, CRPC, to principal and vice president of wealth management. He leads the firm’s Refinery Retiree Practice, serving current or soon-to-be retirees from ExxonMobil’s refinery
The Orange County Register discusses Apriem's Industrial Retiree Services as it expands under principal and vice president of wealth management Landon Yoshida. Below is an excerpt: "Apriem vice president of wealth management, Landon Yoshida, leads the firm’s Industrial Retiree Services, which is fueled by current or soon-to-be retirees from ExxonMobil’s refinery operation in Torrance, now
Apriem President Rhonda Ducote discusses middle-women and how women in wealth management can be an asset to advisory firms and clients alike. Below is an excerpt: "Before the next generation inherits these assets, it will be in the hands of Baby Boomer women who, after their husbands pass away, suddenly control massive amounts of wealth.
