How Live Oak Is Solving RIAs’ Succession Problem
By Savita Iyer-AhrestaniMany older advisors struggle to finance their succession deals. But Live Oak is willing to lend to advisors when many other banks arent.
December 28, 2015
These Will Be Wall Street’s Most In-Demand Jobs Next YearJob cuts and shrinking bonuses dominated headlines from Wall Street this year, so its easy to forget pockets of the industry are booming.
December 23, 2015
Recruiting Roundup: HighTower, Securities America Add AdvisorsRDM Financial becomes HighTower partner with $700 million in assets; Felix Jones leaves Holmes Organization with $80 million.
December 22, 2015
Top 6 Investment Ideas for 2016Given the current backdrop, investors and advisors need to choose their investments carefully for 2016, then monitor them closely.
December 21, 2015
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State StreetHow State Street's new Natural Resources ETF redefines the label.
December 16, 2015
The SEC Has a History of Punishing Advisors for Others' MisstepsThe SECs action against Virtus for negligence by a subadvisor shows why investment advisors should take no comfort from the SECs setbacks in court.
December 11, 2015
Are Precious Metals Still ‘Precious’?Here's why precious metals should not be used as "safe money" in a client's portfolio, according to Ron DeLegge.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.