Top Portfolio Products: New ETFs From State Street and Direxion
Hedge your currency risk or double down on a leveraged sector stock bet? That's what some of this week's new portfolio products offer.
Top Portfolio Products: New Socially Responsible Funds From TIAA-CREF
New products and changes introduced over the last week also include plans for global environmental, social and governance scores from Morningstar.
LPL Posts Higher Q2 Earnings, Flat Revenue
The IBD had lower regulatory costs, but sales commissions slowed in the three months ending June 30.
New Hire Roundup: Mercer Adds Execs
Also, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
Global Alternative Assets Jumped to $6.3 Trillion in 2014
The world’s 100 largest alternative investment managers had $3.5 trillion in assets under management in 2014.
Milevsky’s Bold Plan to Reinvent Retirement Income
Cast away years ago, the tontine may hold secrets to solving the income puzzle faced by retirees looking for a private-sector solution to replace pensions.
LPL Names New Head of Client Services
The news follows several other executive shifts at the independent broker-dealer.
5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
New Hire Roundup: NASAA Names Joseph Brady Executive Director
Meanwhile, TIAA-CREF announced that Derek Dorn has been named vice president of public policy and associate general counsel.