Apriem In The News

U.S. Stock Optimism and Valuation Trade

  Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy continues to drive a growing divergence in financial markets. Despite expectations that cheaper parts of the market will narrow the yearslong gap, investors remain willing to pay a premium for domestic assets. The trend shows how steady consumer spending

2019-11-04T21:17:39+00:00November 4th, 2019|Apriem In The News|

Apriem Advisors Recognized as Outstanding Small Business

The Association of Fundraising Professionals has announced recognition of Apriem Advisors as a 2019 'Outstanding Small Business' honoree at the 34th annual National Philanthropy Day Awards Luncheon on Thursday, November 14, 2019 at the City National Grove of Anaheim. Produced by the Orange County Chapter of the Association of Fundraising Professionals, National Philanthropy Day has

2019-10-15T22:49:47+00:00September 2nd, 2019|Apriem In The News|

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 revealed that RIAs are doing very well in the current market environment. Apriem's President, Rhonda Ducote shared with Financial Advisor

2019-10-15T22:49:55+00:00August 21st, 2019|Apriem In The News|

Apriem Advisors Recognized for Excellence in Diversity and Inclusion

InvestmentNews has recognized Apriem Advisors as a 2019 Excellence in Diversity and Inclusion Awards finalist. Apriem, along with other finalists, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds to join, flourish and

2019-08-05T15:40:35+00:00August 5th, 2019|Apriem In The News|

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 Investment Advisers (FT 300) recognizes top independent RIA firms from across the U.S. based on desirable traits for investors and

2019-07-03T20:58:39+00:00June 27th, 2019|Apriem In The News|

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 Advisors in 1998. “The RIA industry is gaining momentum.” Kong attributed growth to referrals, a “great team”, and a focus

2019-06-07T15:24:51+00:00June 5th, 2019|Apriem In The News|

Investors Shift Toward Stocks, Driven by ‘Fear of Missing Out’

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. Our CIO Benjamin Lau commented on this latest trend in an article reported by The Wall Street Journal. Here is

2019-04-04T16:53:22+00:00April 4th, 2019|Apriem In The News|

Market Plunge Triggers Searches for “Recession,” “Yield Curve”

As the stock market implodes, the general public began looking for answers online. One of the most searched for terms on Google was "yield curve inversion," a data point that investors use to predict recessions. Our CIO Benjamin Lau explains what's fueling this negative sentiment in an article reported by Bloomberg.  Here is an excerpt:

2019-03-22T22:21:56+00:00March 22nd, 2019|Apriem In The News|