More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
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.
SEC Enforcement: Kansas Charged With Securities Fraud
In another action, a brokerage firm and its founder were charged with violating net capital requirements and falsifying data in an attempt to mislead examiners.
Top Portfolio Products: NASDAQ OMX Adds Two ETF Listings
MainStay adopts three funds from Cushing, including two focused on MLPs; more
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
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.
New Hire Roundup: AIG Advisor Group Names Couch EVP of National Sales
Also in new hires, Atlanta-based Wealth & Pension Services Group has hired James Larson II as head of its new office in South Florida.
Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.