‘Great Rotation’ Overblown, Sanford Analyst Says
It’s not that the “great rotation” isn’t happening; it’s just that it’s not happening as most investors expected.
Nouriel Roubini Warns of Bubbles in the Economic Broth
Nouriel Roubini channeled PIMCO’s Bill Gross by employing a soup metaphor to warn of economic woes to come.
Orion Advisor Services Releases New Prospecting App
The Discover app is meant for mobile devices and can be embedded on any website.
YCharts Aims to Be ‘Bloomberg for Advisors’
Shawn Carpenter learned a lot at Google and is using that expertise to help advisors help clients.
Edward Jones Hires 390 Military Veterans as Financial Advisors
Firm lands on several military-friendly employer lists and demonstrates commitment to helping the transition to civilian life.
Genworth Wealth Management Now Called AssetMark—Again
What’s old is new for the recently sold, and rebranded, financial services firm.
Clients Shaky on Finance Skills: Survey
More than half of women and 42% of men say they lack the financial knowledge to feel confident making investing decisions, Jackson National Life finds.
Former SEC Chairman Levitt: Mary Jo White a ‘Rock Star’ After SAC Plea
Insider trading is still "pervasive," Arthur Levitt says, and he wouldn’t have Steven Cohen as a client.
Investing in Credit: ‘Know When to Get Out,’ Says Pioneer’s Temple
A combination of traditional signals and nimble new strategies is a winning formula for the Boston-based fund family.
Dynasty Adds $1 Billion Texas-Based Wealth Team From Credit Suisse
Dynasty continues to build … well, a dynasty, at least in the independent advisory space.