Top Portfolio Products: Van Eck to Subadvise Market Vectors’ China A-Share ETF
Also new this week are two funds from Thornburg Asset Management, four funds from American Independence and a new AICPA tax calculator.
Talking to Business Owners About Managing Their Wealth
How can advisors make their case to entrepreneurs with their wealth tied up in their business? Asset manager Francois Sicart bridges gap with open letter.
Wells Adds 3 Teams with $4.5M as Rivals Nab Reps
Wirehouses are grabbing groups of advisors nationwide, and independent firms are acquiring new assets in Illinois.
New Hire Roundup: American Century Names New Co-CIOs
Meanwhile, Nicholas Lance joined OneAmerica, and Sebastian Gomez Abero was tapped to lead the SEC Office of Small Business Policy.
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.