John Mack: ‘Stop Beating Up on Lloyd and Jamie’
Former Morgan Stanley CEO talks to Bloomberg TV about Barclays' recently announced mass layoffs and whether CEOs, on and off Wall Street, are overpaid.
Commodities: A Post-Mortem Shows Some Life
Commodities had a disastrous year in 2013. But there are plenty of reasons to embrace this unloved sector.
Why Liquid Alts Are Good for Clients and Your Practice
Alternative mutual funds are enjoying increased acceptance in the advisor community.
Merrill Grabs 3 Reps as Raymond James, LPL Each Add 2 Advisors
Meanwhile, Baird picks up a veteran financial advisor in Denver, who previously was with Charles Schwab.
How Reps Can Best Help Gay Clients
Recent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.
$900M UBS Group Moves to Dynasty; LPL Team Jumps to Raymond James
The New York-based team going independent includes four former wirehouse advisors, while the LPL group has three reps at $310 million in assets.
Dynasty Adds $1 Billion Texas-Based Wealth Team From Credit Suisse
Dynasty continues to build … well, a dynasty, at least in the independent advisory space.
How to Address Your Clients' Portfolio Angst Now—Searching for Alpha for November 2013
Instead of holding excess cash, advisors could add much more value for clients if they addressed those clients' concerns directly by using alternative investments smartly.
Recruiting Trends: Is Now a Good Time to Move?
Before you go independent or switch firms, consider these job-market factors.
Pipe Down: How to Play the New Oil Boom Without All the Risk
Many advisors are using an ETN that focuses solely on the beneficiaries of the oil and gas boom, not the boom itself.