Fidelity Finds RIAs Seriously Lag in Marketing, Business Development
The 2014 Fidelity RIA Benchmarking Study shows that many RIA firms need to address marketing and business development strategically.
20 Best & Worst Dividend ETFs: 2014
ETF Database looked at ETFs that were classified as dividend-focused and not simply ones that paid a dividend.
Sustainable Investment Assets Grew by 76% From 2012 to 2014
A foundation’s research looked at 480 U.S. institutional investors, 308 money managers and 880 investment institutions that applied SRI strategies.
529 College Savings Plan Assets Grew 21% in 2013
Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
November Hedge Fund Returns Eat Broader Market’s Dust at 1.1%
Year-to-date aggregate returns stand at 2.9%, compared with 14% for the S&P 500.
10 Big Economic Predictions for 2015: BofA Merrill Lynch
BofA Merrill Lynch Global Research released its annual year-ahead outlook, seeing strong fundamentals and robust growth in the U.S.
15 Biggest Donations of 2014
To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
IPO Proceeds at Highest Level Since 2000, PwC Reports
Two hundred and eighty-eight companies made their public debut this year, a seven-year high.
Private Equity Pros Bullish on 2015
Technology, small caps and Asia hold most promise in coming year, a new PEGCC poll finds.
What Do Investors Want in an Advisor?
After studying what affluent investors want, the CFP Board suggests many firms' advisor training programs are inadequate.