ETFs to Surpass Hedge Fund Assets by 2015
“We predict annual growth rates of 15%-30% around the globe,” EY reports, according to Ron DeLegge, who will speak at ThinkAdvisor's annual ETF virtual conference.
A Pioneer Continues to Sound the Women's Retirement Security Alarm
While women have grown in their financial knowledge — and power — since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.
Two-Thirds of Investors Want More ETFs, Schwab Says
ETF Investor Study by Schwab found that while investors know more about ETFs this year than last, they still seek more knowledge.
BrokerCheck Links in Twitter Profiles? No Way, BDs Tell FINRA
In comments on FINRA's revised plan to require links to BrokerCheck, rules on social media and other third-party sites draw particular ire from broker-dealer groups.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Schwab Founder: Indexing Is Not Passive
Charles Schwab decries the bad rap index funds get as “passive” investments, explaining the strategy's dynamic nature in a rare media appearance.
New Hire Roundup: LPL President Moore Elected to FSI Board
Also, DoubleLine adds four and AssetMark names Natalie Wolfsen chief commercialization officer.
Bernie Clark, SAS’ Next-Gen Cheerleader: The 2014 IA 25
When you’re the head of a large financial services organization, gravitas is your byword.
New Hire Roundup: Mercer Investments Adds 4
Also in personnel moves, Cathy Clauson joins AssetMark, and Tonnie Wybensinger joins the Financial Services Roundtable.
OptionsXpress Sued by Life Settlements Group for Naked Short Selling
Life Partners says the options firm, now owned by Schwab, sold $5.5 million in counterfeit shares of its stock.