Global Philanthropists Put Growing Demands on Advisors
Advisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
Schorsch’s RCS Seeks Distance From ARCP as Empire Fractures
Nicholas Schorsch's real estate group depends on RCS' money-raising ability, one observer says.
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.