HighTower, UBS Veteran Join in New York Partnership
MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.
Martin Zweig, Who Called Crash of ’87, Dies at 70
A generation of stockbrokers and individual investors for whom Zweig represented the wisdom of Wall Street are mourning the stock market legend’s passing.
Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?
One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?
Advisors’ Mistakes on Social Security Advice Hurt Widows
A new study finds advisors tend to overlook the complex interactions of retirement, spousal and survivor benefits. The result is especially detrimental to widows, says Andrew Biggs of the American Enterprise Institute.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Wharton and IPI Formalize Network to Educate Wealthy Investors
The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.
SEC’s Rominger, Director of Investment Management, to Retire in July
“Eileen understood the importance of a fair and efficient investment management industry to the well-being of investors everywhere. Her practical insights and steady leadership served investors well,” said SEC Chairwoman Mary Schapiro.
Dr. Kent Smetters: The 2012 IA 25 Extended Profile
A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.
10 Key Issues to Watch in China’s Future
Audience members at the “Best of IMCA” seminar series in Denver were once again reminded that they’ll soon report to their Chinese overlords.
Six Conversations With Clients You Need to Have
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.