If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. But here are seven things that you should do before leaving your wirehouse role.
Today, a wider swath of the investing community is finding it easy to invest in alternatives, including independent broker/dealers. Here are the highest-rated IBDs for access to alternative investments, according to the 2014 IBD Report Card.
Effective sports franchises, like effective companies, strictly adhere to strategies that will increase their chances of success. Here are four lessons from March Madness that can help you run a better practice.
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