Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm
Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.
DOL Requires More Due Diligence for 401(k) Advisors
A bulletin issued in early February by the Department of Labor (DOL), which calls upon advisors to plan sponsors go through an increased due diligence process in line with specifications detailed in the 2006 Pension Protection Act (PPA), is set to bring about change in the advisor community--not least, experts...
What's in Your Basket?
Nobody feels ambivalent when it comes to the advisor's role in picking stocks. But what exactly are we talking about? Students of Benjamin Graham--who counts...
A Sure Bet?
Monte Carlo analysis isn't a commodity service in finance, but it's getting there. A decade ago, virtually no one used Monte Carlo for evaluating client portfolios....
At the pinnacle of the corporate structure is the C-level: CEOs, CFOs, CIOs, COOs, to name a few. As a group, they tend to be...