Why You Need Women on Your Advisor Team
The skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
SEC Investor Advisory Committee Mulls ‘Accredited Investor’ Criteria
SEC Chairwoman White also gave an update on the uniform fiduciary standard, target date fund rules and other issues the committee has weighed in on.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Portfolio Managers Are Victims of Bias, Too
AthenaInvest CEO C. Thomas Howard believes that forgetting what he owns once he’s bought it is the only way to completely remove emotion from investing.
3 Successful M&A Exit Strategies
If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.
New SEC Committee to Put Retail Investors First
“Many individual investors feel like they are under siege,” SEC Commissioner Luis Aguilar said at the group's first meeting.
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
Industrial age publisher and philanthropist Frederick Bonfils said there is no hope for the satisfied man. If that’s the case, Karl Frank is full of hope.
4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—Slideshow
In October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.
Despite the widespread acceptance of diversification as an investment benefit, the fact remains that there's never existed a genuine way to actually quantify either its...