Howard Schloss, head of corporate communications and government relations for FINRA and a key figure in lobbying to grant the organization oversight of investment advisers, announced he will leave in September.
Bank of America wants greater collaboration between the bank and the advisor force. Merrill’s head of wealth management says advisors need to manage clients’ total wealth picture—assets and liabilities.
E.F Hutton was one of the most innovative firms in the industry. Veteran Frank Campanale talks about reviving the brand in a changed world and why in some ways the E.F. Hutton of the past isn't the E.F. Hutton of the future.
Artnet has just launched a new art pricing index that it claims will demystify art investing. It covers more ground than the benchmark Mei Moses, but is that a good thing? Art world advisers say successful art investing will continue to resist formulas and equations.
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