Wilshire Launches Liquid Alt Indexes
The news is the latest in a long line of evidence suggesting the asset class is here to stay.
Openshaw to Lead Financial Women’s Association
Social media expert was most recently president of Finect, a platform for advsiors.
CalPERS Slashes Hedge Fund Allocation
California Public Employees’ Retirement System is taking the ax to its $5.3 billion hedge fund portfolio, with a goal of halving its allocation by September.
$900M UBS Group Moves to Dynasty; LPL Team Jumps to Raymond James
The New York-based team going independent includes four former wirehouse advisors, while the LPL group has three reps at $310 million in assets.
Dynasty Adds $1 Billion Texas-Based Wealth Team From Credit Suisse
Dynasty continues to build … well, a dynasty, at least in the independent advisory space.
94% of Pension Plans Underfunded: Wilshire
A low-interest-rate environment is wreaking havoc with corporate defined benefit plans.
New Hire Roundup: U.S. Bank Names Jeppson CIO of Private Client Group
This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.
New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
Four Reasons REITs Belong in Retirement Portfolios
The U.S. economy slowed in the first half of 2012 and is delivering only tepid growth.
The Power of Data Aggregation
Advisors can view whole households--in realtime--and grow their asset base.