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.
Calpers’ Hedge Fund Exit Stemmed From Challenge to Expand Assets
Pension plan's decision to divest $4 billion from hedge funds came after officials concluded the program couldn’t be expanded enough to justify the costs.
New Digital Currency Council to Establish Best Practices
The former CEO of the Institute for Private Investors has just launched the Digital Currency Council.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
WBI Investments Launches 10 ETFs, Attracts $1 Billion-Plus in Assets
WBI’s Don Schreiber says actively managed ETFs are the “next frontier” for ETF growth.
9 Reasons Why Alan Greenspan Is Wrong About Everything
Former Federal Reserve Chairman Alan Greenspan recently laid out nine reasons the economy stinks. Here’s why he’s wrong, according to New York Life’s John Kim.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
Cyberattacks on Small, Midsize Advisors Go Undetected
Small and midsize advisors self-report few breaches because they lack the technology and sophistication to detect them, a tech specialist says.
NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.