New Hire Roundup: Cetera Names New CIO
Meanwhile, Dynasty Financial Partners welcomed Ron Sallet, Morrison & Foerster added Charles Duross, and Fusion Family Wealth added Fred Gold.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Top Portfolio Products: Direxion Rolls Out Leveraged Bear, Bull ETFs
Other new products include a dividend-focused trust from Hennion & Walsh and a Wharton GC hedge fund.
Why No Advisor Should Ignore ETFs
Despite ETF assets being concentrated among a handful of large managers, it would be a mistake to conclude the industry is saturated or lacking opportunity.
How to Help HNW Clients Evade Kidnapping, Ransom and Extortion
Technology is the newest weapon for organized crime syndicates, the primary perpetrators of these crimes against high-net-worth families.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
Bitcoin Fund Up 4,847% This Year: Report
The Bitcoin Fund, which launched in late 2012, has returned 4,847% this year through Nov. 18, according to Exante, a Malta-based brokerage.
New Hire Roundup: OppenheimerFunds Makes 3 Senior Hires
The PCAOB announced its new chief hearing officer, and Capstone Financial Group has hired Steve Lee to spearhead advisor recruitment and coaching.
WOW: Not investments, but risk management
Whether it’s a basketful of goodies (plus aspirin) sent to tax professionals as a “tax season survival kit,” or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
Alternative Mutual Fund Assets to Reach 14% in 10 Years: Cerulli
It’s well-known that allocations to alternatives are growing at startling rates, but putting numbers to the inflows make them all the more startling.