Ex-LPL, Schwab Recruiter Opens Office to Help Advisors Go Indie
The complexity of options for advisors wanting to go independent requires a new type of service, according to Al McIntee.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
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.
Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
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.
Raymond James Rolls Out Tool for Discretionary Trading
The FolioDynamix technology works in conjunction with the firm's proprietary research and can be used for modeling, rebalancing and trading.
Secrets to Building a Top ETF Firm
What does a world-class ETF investment advisory practice look like? Four leading advisors share their success stories about their ETF businesses.
A Look at Declining Expense Ratios
It’s easy to assume that the widening adoption of low-cost ETFs could be the main force driving prices down for investment products, or maybe it’s the push for further openness causing the drop in fund fees and expenses. Think again. The Investment Company Institute cites a number of other reasons...
Mutual Fund Expense Ratios Continued Their Decline in 2012: ICI
The advocacy organization puts hard numbers behind a general sense of lower costs.