Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
Morningstar: Evermore Global's Marcus on Opportunities in Europe
Evermore Global Advisors' David Marcus says "we're pure opportunists" who are heavily invested in Europe because "that's where the opportunities are."
Morningstar: Hennessy Funds' Brian Peery on Mid Caps
The manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
China’s Confusing Currency Devaluation Means Get ‘Buy Lists’ Ready
The market’s big move on the China story appears to be like most big moves in summertime — exaggerated — because trading is thin, analysts say.
DOL Fiduciary Plan Needs Rollover Exemption: Retirement Experts
Lawmakers and ARA say a new exemption is needed so plan advisors won’t be prohibited from helping participants with rollovers.
Citigroup: Something Big and Fundamental Has Changed in Markets
Strategist points to increasing concentration and one-way positioning as factors behind current liquidity woes.
GMO’s Montier: Stocks Are Nowhere Near Fair Value
It would take 60 years for today’s stock market to be considered fair value assuming real interest rates remain at -2%, Montier says.
20 Best-Paid Fundraisers at U.S. Charities
Donors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
As RCAP Shares Crash, Cetera Recruiting and Retention Could Suffer
The firm's stock has plummeted 80% this year; the reorganization news isn't helping.
5 Trends Impacting LPL’s Results & IBD Space
The independent broker-dealer sees M&As, fiduciary matters and lower sales of alternative products ahead.