Top Portfolio Products: Strategy Shares Launches With 2 Actively Managed ETFs
Products and services added during the past week go well beyond the usual new ETFs to include an investment banking platform and phone-based advice service.
Torchbearers: The 2016 SMA Managers of the Year
For the 12th year, Envestnet | PMC and Investment Advisor teamed up to identify the best managers in the separately managed account space.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
How Advisors Can Fight Elder Financial Abuse
Fending off exploiters of elderly clients is a difficult task; advisors should embrace it.
What the Case of a Broker Who Had an Affair With a Billionaire Client Means for Advisors
A contentious debacle involving ex-Morgan Stanley advisor Ami Forte and her billionaire client, Roy Speer, evokes concerns about elder exploitation and gender discrimination.
4 Sales Mistakes to Avoid
Advisors who correct their behavior now should soon see a difference in their business results.
The New Jobs Market: Minimal Employment
As employees get a higher minimum wage and broader overtime eligibility, their incomes will rise — but so will the cost to their employers.
Edward Jones’ Jim Weddle: Readying for the Future
The head of the national broker-dealer looks at long-term trends in wealth management and sees big opportunities.
A Glimpse of the Future of Annuities
Lower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
Bogle at ‘65’: Offers Investor Do’s & Don’ts, Shows Market Landscape
Vanguard titan John Bogle talks about the investing wisdom he’s gathered during his 65 years in financial services.