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.
Fed Vows Patience on Rates, Drops ‘Considerable Time’
Wording change is consistent with recent policy moves and is meant to give Fed flexibility to raise rates if economy accelerates.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Frontier Markets Gain Interest: Morningstar
While China, Brazil and Russia have begun to slow, Morningstar analyst says many frontier-market economies are entering a period of mid- to high-single-digit growth.
Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.
New Hire Roundup: Envestnet Names Hardwick President of Advisor Services
Meanwhile, New York Life has appointed Kathleen Navarro its chief diversity officer.
Senate Passes Tax Extenders Bill
Tax extender package applies only to 2014 and will last two more weeks.
Investment Myth-Buster: Small-Cap Stocks Don’t Bring Bigger Returns
Research Affiliates painstakingly debunks the cherished notion of a small-cap premium.
Genworth Named Best for LTC and Life Insurance Service: Dalbar
Genworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.