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.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More