Why Institutional Investors Dominate the Liquid Alt Market
There are a lot of statistics showing investing trends among institutional investors, according to David Katz of Larch Lane Advisors, but tracking retail investors can be more difficult.
SEC’s Stein Expects Fiduciary Rule, Sees ‘Cracks’ in Registered Funds
SEC Commissioner Stein voiced concern with “cracks” starting to appear in the Investment Company Act's foundation, particularly regarding bank loans, ETFs and alternative mutual funds.
Private Equity Emerges From the Shadows
When most Americans shop, they do it at big department stores or online at popular websites.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
DIY Investing on a Growth Tear
Self-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
ETFs’ Future Debated by Top ETF Players
Will supply-side product innovation or new demand from millennials and ETF marketplaces fuel the fund sector’s next trillion dollars?
Silver Pricing Change Takes Effect; Other Metals to Follow
A 117-year-old pricing system has changed.
Liquid Alternatives: A Quick Coming of Age
In an unusual twist, the smart money appears to be following the small retail investor into alternative mutual funds, aka “liquid alts.”
Free Financial Advice? What Could Be Better for Consumers?
Excising the requirement that professionals act in clients’ best interests would make society much more efficient, and save the Treasury billions!
Investors Pile Into Stocks Just as Pros Say Bull Run Is Over
Individual investors are plowing money back into the U.S. stock market just as professional strategists say gains for this year are over.