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.
Envestnet to Acquire Prudential Bank Wealth Management Unit
The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.
Using Benchmarks to Spark Constructive Conversations With Clients
Better performance measurement makes for a better, broader discussion with your clients. Here's how to guide the conversation to everyone's benefit.
Buffett on Berkshire’s 2012: ‘Subpar It Was’
In his annual letter to shareholders, Warren Buffett admitted disappointment in his company’s 2012 performance, including the bad news that Berkshire stock underperformed the benchmark S&P 500 index.
New Hire Roundup: Former COO Nides Returns to Morgan Stanley
This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.
Impressions From T3 Conference: The Future Is Bright, Part 2
Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
Impressions From T3 Conference: The Future Is Bright, Part 1
Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.