How Advisors Use Educational Tools for Their Clients
A Practical Perspectives study examines client-approved resources, including where advisors get them and which topics are most sought after.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
What's Next for ETFs and the 401(k) Business?
Blackrock's iShares will close 9 target-date funds and 9 other ETFs geared for the retirement market.
Micro-Investing App Lets Users Invest Spare Change
The app, Acorns, has no minimum account balance and uses ETF portfolios designed with the help of Nobel laureate Harry Markowitz.
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.