Art an Asset Class? Wealth Managers, Collectors Say Yes
The global wealth management industry may be starting to adopt a strategic view on art as an asset class, says new report from Deloitte.
6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy
Chicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisor’s bottom line.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
Morningstar Launches Smart Beta Ratings System
At its ETF Conference, Morningstar introduces a smart beta—or "strategic beta" in Morningstar parlance—exchange-traded product classification system.
PIMCO’s ‘Secret’: Its Managers, Including Bill Gross, Still Trade Daily
PIMCO’s Jerome Schneider told Morningstar ETF conference attendees that the bond giant's portfolio managers, even CIO Gross, still spend much of their time trading.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
Guidelines for Best Fiduciary Practices Set by Institute
The Institute for the Fiduciary Standard's new whitepaper focuses on the premises and principles that should be the basis for best fiduciary practices.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
Great-West Names President of New Retirement Group
Edmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.
Fixed Income Outruns Equities in August ETF Flows
Fixed income ETFs’ asset flows boomed over the last month as did emerging markets and the U.S. consumer discretionary sector, according to SSgA.