Why Alt Investments Are Luring Investors: Hatteras
The alt investment firm's new paper, “Defining Liquid Alternatives Investments,” shows advisors how they can use alternatives to diversify their clients’ portfolios.
Gen X, Y Lack Investing Direction
Advisors who have focused their efforts on boomers’ retirement needs should make sure they’re not neglecting Generations X and Y.
Morningstar, Redtail Partner on Enhanced User Interface
Redtail Technology is integrating Morningstar’s proprietary research on its platform.
2014 Broker-Dealers of the Year—Scenario 4: Women and the Aging Advisor
The Broker-Dealers of the Year explore how they bring in younger advisors and female advisors, and how the aging advisor workforce can be reversed.
2014 Broker-Dealers of the Year—Scenario 3: SEC Imposes Fiduciary Standard on Reps
How would top BDs handle this scenario? "In many ways," says Eric Schwartz of Cambridge, "we're in a fiduciary world already."
15 Worst Cities for Retirees
Looking for a place to retire? Put these cities at the bottom of your list, WalletHub says.
SEC Charges Firm With Fraud Over Undisclosed Mutual Fund Deal
Houston-based Robare Group was charged with fraud on allegations it received about $440,000 in eight years from a pact with a broker.
In Retirement Savings, Young Women Catching Up to Men: MassMutual
Women, especially millennials, are responding more favorably to retirement education campaigns than men are, according to MassMutual Retirement Services.
The 2014 Broker-Dealers of the Year: The Rules
To be eligible, a broker-dealer had to be nominated by at least 10% of the producing reps reported in the 2014 Broker-Dealer Reference Guide.
Thornburg Urges Advisors to 'Retire Retirement'
As the idea of retirement evolves, Thornburg Investments created an informational packet for advisors to help clients reshape their retirement expectations.