New Hire Roundup: Morgan Stanley Names 3 Wealth Management Chiefs
Dynasty launches Concentus Wealth Advisors; Jeff Thomas joins Nasdaq Private Market.
Top Portfolio Products: Invesco Rolling Out Buyback Portfolio
Neuberger Berman offers unconstrained bond fund, as Pioneer introduces liquid alternative funds.
God and the Advisor: Navigating Faith and Finance
Advisors typically steer clear of religion, but some are paying closer attention to faith-based investing.
New Hire Roundup: American Century Names New Co-CIOs
Meanwhile, Nicholas Lance joined OneAmerica, and Sebastian Gomez Abero was tapped to lead the SEC Office of Small Business Policy.
Top Portfolio Products: ProShares Rolls Out Emerging Market Bond ETF; China Gets S&P 500-Based ETF
Meanwhile, Franklin Templeton and K2 roll out multi-strategy product, and a Power Dividend Index Fund is introduced in the U.S.
Top Portfolio Products: American Century Launches Value Fund
Other products introduced include collaring as an alternative to bonds by Summit Portfolio Advisors, and for military widows, free Social Security planning advice on Veterans Day.
Why Advisors Should Tweet About That Kayaking Trip
Financial services marketing expert Pat Allen warns that a client-advisor relationship based strictly on performance is easy to replace. That's where social media comes in.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
Top Portfolio Products: New Income Indexes for Pre-Retirees From BlackRock
Plus, Fidelity to launch 10 ETFs with BlackRock as subadvisor, KraneShares rolls out China Internet ETF, and American Century introduces retirement share class.
Advisors Are All A-Twitter
Advisors are flocking to social media sites in ever-greater numbers, according to American Century Investments, though many have privacy and compliance concerns.