Larry Roth Leaves Advisor Group to Run REIT Firm
Roth to become CEO of wholesaler arm of Nicholas Schorsch’s RCS Capital; Peter Harbeck is named interim president of Advisor Group.
3 Mission-Critical Questions for Advisors
Ted LeClair, a Navy Reserve commander and head of Natixis’ Advisor Academy, says advisors should ask themselves three questions before setting out on a mission...
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
Why Competition May Boost Your Income
New research from Harvard and the University of Chicago offers some counterintuitive ideas on advisors’ pay.
Nouriel Roubini: The 2013 IA 25 Extended Profile
“2morrow I speak at Long-term Global Trends & Their Implications for the IMF,” Nouriel Roubini recently tweeted, which is typical, since he’s everywhere and seemingly always reacts to the latest financial crisis in real time.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Top 10 Richest Colleges for 2012—The Biggest Endowments
After a big year in 2011, these 10 colleges’ funds rose at a much slower rate last year.
When Clients Get in Trouble: The Behavioral Reasons
When your clients ask, “Why is this fund not up as much as the market?” or "Why don't we invest in just a handful of top-performing stocks?" there could be a behavior disorder lurking behind the questions.
Broken Trusts: The Man Who Married His Wife Six Times
Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.
What’s an Advisor’s Value?
A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”