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.
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
Measuring Risk in Target-Date Funds
TDFs’ “explosive growth masks the fact that they are still in their infancy,” said Rich Weiss of American Century Investments.
New Hire Roundup: American Century Names Bannigan COO
Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.
New Hire Roundup: Christian Named FiNet President
This week in new hires, Kent Christian was named the new president of FiNet; BlackRock named Mark Howard-Johnson head of global real estate securities management; and Ross Hikida became a member of AARM Corp.’s board.
Study Finds Jump in Advisors’ Use of Social Media on the Go
The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.