2014 Broker-Dealers of the Year—Scenario 4: Women and the Aging Advisor
The Broker-Dealers of the Year explore how they bring in younger advisors and female advisors, and how the aging advisor workforce can be reversed.
European Stocks Rise With Bonds as Euro Slips on ECB Stimulus
The European Central Bank unexpectedly cut interest rates and announced a bond-buying program.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
2014 Broker-Dealers of the Year—Scenario 1: Must BDs Acquire to Grow?
In an age of consolidation, what questions do independent broker-dealer leaders ask when a competitor comes up for sale? And do IBDs really need to acquire to grow their firms? Is there another way?
Institutional Investors Beef Up In-House Alternatives Teams
Institutions are buying more alternative assets and hiring bigger teams to manage them, a Preqin survey found.
Revenge of the Variable Annuity
VAs, a much-derided investment product, may be central to the future of retirement.
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.