Top Portfolio Products: Women Hedge Fund Managers Provide More Alpha, Report Says
Women managing hedge funds provide higher returns, a Rothstein Kass report found. Also, Security Benefit Corp introduced a next-generation fixed annuity.
How Do You Define Wealth Management? IMCA Responds
What is wealth management, and what do professionals who call themselves wealth managers actually do?
IMCA Study Defines Practice of Wealth Management
One finding of IMCA's Certified Private Wealth Advisor certification program: What defines a high-net-worth client? Start with $5 million.
Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA Says
Incompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.
Five Good Questions for Michael Kitces of Pinnacle
The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
RIAs Core of IMCA Growth Strategy, Board of Directors Say
“We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.
Fiduciary Duty Concept Release Likely by Summer: Ex-SEC Exec
The SEC may likely issue a concept release this summer regarding putting brokers under a fiduciary mandate, Andrew “Buddy” Donohue, the former director of the SEC’s Division of Investment Management, said Monday.
New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James
This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.
Risk on the Rise: Yield Chasers Rush Into Alternatives
Correlation, coupled with the U.S. bond market’s zero-yield environment, has driven advisors into riskier alternative investing.