Ron Rhoades’ decision to step down as chair-elect of NAPFA may have been inevitable, some industry observers said Tuesday, even though they viewed the compliance error at his RIA that sparked the move as a relatively minor mistake.
The new technology platform at SEI Advisor Network has been a seven-year, $600 million project and is, according to MD Steve Onofrio, the only system for independents that integrates an investment platform and a custody platform. "The real win is keeping the advisor in the advisory business, not the technology business."
Investors face continued volatility in the remainder of 2015—but there’s an upside too. In this mid-year outlook, the experts at Janus Capital Group share investment insights and strategies to help you navigate the months ahead....More
Our research research shows that two screens have helped achieve better outcomes – low expenses and high manager ownership. Funds sharing these two characteristics have tended to outpace market indexes and the broader universe of active managers over time....More
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More