Investors can be forgiven if they feel overwhelmed by the proliferation of exchange traded funds. As of the end of June there were 1,478 exchange traded products in the United States with a combined $1.44 trillion in assets. Who can separate the winners from the landmines? Enter one of the world’s leading ETF analysts, Deborah Fuhr.
Like most people, financial advisors love technology that is easy to adopt and makes them more productive. That’s why the wealth management industry is keeping a close eye on tech guru Zohar Swaine, who, up until very recently, was building up the technology start-up inStream Solutions.
Merrill Lynch brokers, and bullish markets for most of the past year, helped Bank of America in the second quarter reach all-time highs in wealth management revenue, profit and profit margins as well as in loans and asset management fees.
Fidelity Institutional on Wednesday said it was reorganizing leadership of its clearing and custody business, to capture more assets from fast-growing sections of the wealth management business such as regional banks, third-party asset managers and consolidators.
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More