Olsen Finds True Diversification in International Investing
Christopher Olsen follows the rules with international investing, even if it looks a bit scary.
Massachusetts Presses Providers on Lump-Sum 401(k) Contributions
William Galvin asked the 25 largest 401(k) providers if they have shifted to year-end lump-sum employer matching and to detail potential risks to employees.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
Dow Sizzled in 2013
The blistering performance included positive contributions from all industry sectors, according to S&P Dow Jones Indices.
How to Become an Advisor of Influence
Beyond many people’s innate gift of persuasion, there are systematic, scientifically confirmed strategies that can easily steer people in your direction.
Top 20 Most Valuable Brands in the World: 2013
Interbrand, a brand consultancy firm, released its list of the top 100 global brands.
Warren Buffett Ups Berkshire’s Wells Fargo Stake
Berkshire’s 8.7% investment in Wells totals almost $20 billion, and the bank's stock is up 26% so far in 2013.
Investing in Romania: Good Reform, but Struggling With the Old
Mark Mobius recently blogged about a visit to Romania, saying that the country exhibits both the progress and the problems inherent in a globalizing economy.
Envestnet Takes Aim at Big Data
Somewhere in all that data are the answers to the questions retirement plan advisors and their clients ask routinely.
Preferred Solution Providers: The 2013 TechLeaders Survey
To evaluate which third-party providers are winning broker-dealers’ loyalty, we divided this year’s survey into three groups: advisor-centric, operational support infrastructure and management oversight/risk control.