2014 Advisor Hall of Fame
Now in its 24th year, our annual Hall of Fame is a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
PIMCO Rehires Spence, Banet to Rebuild After Gross Departure
PIMCO has named Nobel laureate Michael Spence as consultant and rehired money manager Jeremie Banet as executive vice president.
Kickstarter: The Rosie the Riveter of Investing?
Two recent studies report women have higher rates of success than men in funding their projects through crowdfunding sites like Kickstarter and Indiegogo.
Want Clients to Trust You? You’ve Got 0.05 Seconds
A new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
SEC Names Flannery Chief Economist
The SEC said Monday that Mark Flannery will become the agency’s new chief economist and director of its Division of Economic and Risk Analysis.
Merrill: Using Clients’ Emotions to Build Better Portfolios
Merrill's Michael Liersch is using behavioral finance to zero in on clients’ unique investment personalities to reach better outcomes.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Roubini Sees Room to Run in U.S. Stocks
Nouriel Roubini, famously disposed to seeing the downside in economic news, thinks America’s raging bull market still has room to run.
What Buffett’s Farm Can Teach Investors
What investors should value, and what is a distraction, are key themes in Buffett’s widely anticipated annual shareholder letter, coming this weekend.
8 Trends for China’s Ultra-Rich in Year of the Horse
The number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.