New Hire Roundup: Needleman Named to CFPB Advisory Board
Meanwhile, Dave Rau will head the trust tax group at U.S. Bank Wealth Management.
Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?
One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?
On Dodd-Frank’s 2nd Birthday, Should Investors Celebrate?
Individual investors have not witnessed dramatic regulatory changes favoring investors over the past two years, but they seem to be voting with their assets, moving them more toward fiduciary advisors.
MSSB Loses $600 Million Lerner Group to HighTower
This is the seventh new advisor team in 2012 to join the Chicago-based financial services firm run by CEO Elliot Weissbluth.
Only 1 in 5 Americans Trust the Financial System
Only 22% of Americans trust the U.S. financial system, according to the latest quarterly Chicago Booth/Kellogg School Financial Trust Index.
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
U.S. Deficit, Japan Quake Shake Investor Trust: Kellogg, MFS Surveys
Chicago Booth/Kellogg and MFS Investment surveys show a decline in investor trust and a rise in pessimism.
Corporate Board Makeup Critical for Women Executives: Kellogg
Women who are still fighting the glass ceiling for corporate advancement may find that the way up lies through the corporation’s board, according to data released Sunday by the Kellogg School of Management at Northwestern University.
Four Steps to Restore Investor Trust, and Build Your Wealth Management Firm
Many investors have been thrown into a role they didn't seek and are unprepared to handle. The four steps advisors must take to help clients and mitigate their firms' risk at the same time.
Consumer Sectors: Strong Positioning
R.J. Hottovy, CFA, Morningstar Generally speaking, we believe consumer stock valuations appropriately reflect our turbulent spending outlook. However, pockets of value can still be found across...