Americans Confident on Taxes but Clueless in One Big Area
Although many taxpayers confidently prepared their own returns, they felt less smart about tax-efficient investing, a BMO Harris survey found.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
Top Portfolio Products: New Arbitrage Fund From Touchstone
Commonfund launches a new program, staffs up; AllianceBernstein adds a share class.
The Benefits of Tactical Rotation in Any Market: Braver’s D’Amico
A big issue is the way investment solutions have changed and evolved over the past 10, 15 and 20 years.
Top Portfolio Products: 3 New ETFs From Deutsche Asset & Wealth Management
Other products introduced over the last week include three new funds from BMO Global and a new emerging markets income fund from Neuberger Berman.
Merrill Nabs $11M Team From UBS; Raymond James Recruits $1.8M Group From FiNet
Meanwhile, Morgan Stanley adds a $1.9 million institutional advisor from Merrill in Atlanta.
Billionaire Schorsch to Buy Investors Capital, Hatteras Funds
Real estate mogul Nicholas Schorsch continued his acquisition spree with the announcement that RCS would buy the IBD Investors Capital.
3 Reasons Advisors Are Wary of Alt Investments
In a new survey, State Street found that many advisors are still wary of alternatives. Should they be?
New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
Genworth, Cetera Close Unit Sales Deals
"We are getting back to our roots," says Genworth Financial Wealth Management President and CEO Gurinder Ahluwalia.