Fee Transparency: Why Advisors Should Tread Carefully
First, if SIFMA wants it, beware. Second, any regs will only focus on how much clients pay “advisors,” not what they’re paying for brokerage services.
The Bears Haven’t Surrendered Yet
Markets have reached new highs, yet equity ownership has fallen to the lowest level in more than a half-century, Ritholtz says in a Bloomberg blog.
Many Want to Slow Down, Not Stop, in Retirement
It’s time to toss away some of the old notions about working in retirement, including the reasons people do so.
LPL Marketing Chief Khoury Out as Firm Reshuffles Exec Lineup (Again)
Mimi Bock assumes tasks formerly done by the departing manager, while Ryan Parker is promoted
7 Things Advisors Must Know to Win Young Male Clients
Men in their 20s and 30s don't act like women their age or like older men. Here’s how advisors can understand, attract and retain them.
Wall Street Bets on Bond Revival in Trader Hiring Spree
Wall Street firms are starting to bet on an end to the profit-eroding boredom in credit markets by building their bond trading desks.
Merrill Aims to Paint Clearer Retirement Picture Through App-Based Program
MLClear, launched Wednesday, uses mobile apps to explore clients' work, family, health and other priorities and teach them about their financial options.
‘We’re Not Going to Have Anyone to Employ by 2021’: David Rosenberg
Breakfast With Dave author has a sunny economic outlook but said, at the Altegris conference, a dwindling labor pool demands immediate legislative attention.
Why Morgan Stanley Passed on UBS-Paine Webber
Chairman & CEO James Gorman shares his views on the value of the Smith Barney deal.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.