New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
Innealta Maximizes Risk/Reward Through Global Rotation Strategy
Innealta's Gerald Buetow says "People like to think this is an equity portfolio, but it’s really a fixed income portfolio with an equity enhancer."
New Hire Roundup: Ken Fisher Isn’t Retiring, He’s Dropping a Title
Reports of Fisher’s imminent retirement were exaggerated. Meanwhile, asset management firm TCW Group announced that Heather Conforto Beatty joined as SVP.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
Top Portfolio Products: Pensco Expands Bitcoin Investments in IRAs
Innealta Capital rolls out a tactical fixed income fund, and Pax World launches an international ESG index fund.
High Speed, Low Drag: Combining High-Tech Risk Management With ETFs
Risk is the two-horned dilemma of financial advice.
Top Portfolio Products: First Trust Rolls Out Tactical Commodity Fund
Innealta Capital offers fund of ETFs; new robotics/automation index from ROBO-STOX.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ Anxiety
More than 68% of advisors have increased their use of alternative investments.
Managed Futures, Managed Risk
There are plenty of reasons to not like risk these days: the condition of the global economy, for instance, and Europe’s sovereign saga.