Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
With Oil Prices Down and Demand Slowing, Are Energy Stocks a Good Play?
BlackRock's Russ Koesterich makes the case that energy company stocks remain attractive and deserve a place in the portfolio.
New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
Are We in a Bond Bubble? John Mauldin Says Yes, Others...
Millennium Wave Advisors' Mauldin says debt day of reckoning is coming and Dallas Fed's Fisher sees "hyper-robust" bond market, but other advisors think they're crying wolf.
New Hire Roundup: Piccone to Lead SEC Exam Program in Denver
In other personnel moves, WBI promoted Matt Woehnker, and David Brierwood joins the Preqin board.
New Hire Roundup: Women in ETFs Announces Board Members, Leaders
Also in new hires, FNEX has named Neal Wolkoff to its newly formed board of advisors.
Fidelity’s 8-Month-Old ETFs Exceed $1 Billion in Assets
Advisors can trade the 10 passively managed sector ETFs commission-free.
Biggest Retirement Income Gap Seen for Oldest Pre-Retirees
If older pre-retirees want to keep up their current standard of living, they have more work to do than younger pre-retirees do on saving.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.