Edward Jones to Fund Series 7 Course for College Students
The firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
Managed Accounts: Next Up for Reform?
The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
American Century Hires Former Goldman Exec as Global Products Chief
The Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
U.S. Alt Mutual Fund Asset Market Share to Double by 2015: Cerulli
Alt funds' share of total mutual fund assets is expected to grow to 14% in 10 years from 3% today.
Wirehouse Bleeding of HNW Assets Stabilizes: Cerulli
For the first time in recent memory, wirehouses are retaining their share of assets, including those of high-net-worth investors.
IRA Rollovers Face Scrutiny by ERISA Panel
The volume of retirement assets rolling out of defined contribution plans has gotten the DOL's ERISA Advisory Committee’s attention.
Alternative Asset Managers Targeting Retail Market: Cerulli
“These firms have been hard at work identifying ways to make illiquid private investments more mainstream and allow smaller investors into their funds,” Cerulli says.
Assessing the Annuity Landscape
Some advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
4 Next-Gen Advisors Reshaping the Industry
These four young advisors are not mere rookies. They are tech-savvy, forward-thinking professionals who know how to attract a new generation of wealth creators.
The Fall of the Face-to-Face Client Meeting
Recent studies find face-to-face meetings are happening only once or twice a year; most clients, especially younger ones, prefer virtual settings.