Top Portfolio Products: DoubleLine Adds Strategic Commodity Fund
EGA rolls out an emerging markets ETF, and Aberdeen wraps up purchase of FLAG Capital.
Investment Returns Down at Private, Community Foundations in 2014
Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
SEC Enforcement: Former Polycom Owner Faked Expense Reports
Meanwhile, two longtime friends were accused of an insider trading scheme involving kickbacks.
Riskalyze’s Klein: ‘We Can’t Out-Robo the Robo-Advisors’
Riskalyze CEO Aaron Klein discusses what he says is a better way for advisors to stay competitive.
SEC Enforcement: H.D. Vest Failed to Monitor Reps’ Outside Activities
Meanwhile, the SEC froze the assets of a fund manager charged with running a Twitter-related Ponzi scheme using money from a fake Uber-related fund.
3 Tips for Using Leveraged ETFs
Before jumping in, advisors and clients should do some homework on these tricky investments.
Is Investing in Movies a Good Investment Strategy?
Wade Bradley claims his Media Society has cracked the code of money-making in the risky world of film investing.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
Cambridge’s Continuity Partners Group Welcomes First RIA
Gould Asset Management, with $450 million in AUM, joins 168 Cambridge reps in advisor succession group.
New Hire Roundup: Paul Smith Named CEO of CFA Institute
Meanwhile, Nikko Asset Management has hired four executives