How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
Fidelity Launches Actively Managed, Fixed Income ETFs
Fidelity Investments is expanding its ETF offerings with a suite of actively managed fixed income funds.
PIMCO’s New CIO Gives Global Outlook, Sees U.S. Energy as Key Tool
CIO Scott Mather and Greg Sharenow say geopolitical volatility is slowing global economy but see U.S. energy as a stabilizing force.
Hacked: What to Do When Cybercriminals Hit Your Firm
Cybersecurity is a constant threat, and considering how attractive a target a financial firm is, especially if it serves high-net-worth clients, advisors should be prepared for the worst.
Gross’ First Janus Outlook Addresses PIMCO Exit, Gloomy Financial Era
In Bill Gross’ first investment outlook since joining Janus, he addressed the elephant in the room right away: Why did he leave PIMCO?
The Cost of Cancer
There are more than 14.5 million cancer survivors in the U.S. Some of your clients are probably among them.
Millennials Growing Out of Financial Fears
As memory of the financial crisis fades, millennials are getting more aggressive in investing.
Seen and Heard: Get the Word Out to Get Women In the Industry
A 2012 report by the European Commission found companies with a gender-diverse board had a 42% higher return in sales, 66% greater return on invested capital and 53% higher return on equity.
3 Aspects of ‘Executive Presence’ Women Should Cultivate
Charles Schwab webinar endeavored to help women build an “executive presence” at their firm and ultimately achieve a leadership role.
3 Ways to Address Advisor Shortage
It’s not that Gen Yers don’t care; they just don’t know about the career opportunities the financial services industry can provide.