How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
AIG Advisor Group Brings Women to the Forefront
New initiative will focus on recruiting female advisors, women who choose to be financial advisors as a first or second career, and administrative staffers.
Tough Market for Hiring Investment Execs in 2015
In a seller’s market for talent, employers must be more aggressive and creative — and open their wallets, says the executive search firm Kathy Freeman Co.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
New Hire Roundup: Loring Ward Names Schwab’s Farasat CIO
Meanwhile, Peter Cai has become Global Atlantic Financial Group's chief risk officer.
Morgan Stanley Agrees to $2.6 Billion Mortgage Settlement With US
Other firms have agreed to spend more than $35 billion over issues tied to the ’08 financial crisis.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?
Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
Bill to Delay DOL Fiduciary Rulemaking Is Revived
Rep. Ann Wagner, R-Mo., has reintroduced a bill to force the DOL to wait until the SEC makes its own fiduciary rule.
Activist Hedge Funds on a Roll, Returning 50% in 2012–'14
U.S. hedge fund managers such as Daniel Loeb, Barry Rosenstein and William Ackman have become boldface names in the hedge fund sector in recent years.