Setting a record | Spencer Platt/Getty Images
A 99-year-old financial advisor and holocaust survivor will be the oldest person to ring the bell at the New York Stock Exchange in honor of her 100th birthday Aug. 2. As a teen, Irene Bergman ...
The chase never ends. | Medioimages/Photodisc/Valueline/Thinkstock
Wealth management has been a bright spot for investment banks and large institutions over the last few years. But operational challenges are starting to crop up; in fact, t...
F-Squared Investments, the beleaguered ETF strategist, filed for Chapter 11 bankruptcy protection Wednesday in the U.S. Bankruptcy Court for the District of Delaware. Broadmeadow Capital, a subsidiary of Cedar Capital, will acquire the...
Smartypants. | Copyright Chung Sung-Jun, Getty Images
Is there a smarter approach than so-called "smart beta?" New York-based advisory firm Gerstein Fisher thinks so. According to a comprehensive examination conducted by the firm looking a...
The growth of exchange traded funds has outpaced traditional mutual funds for a few years now, and has crossed $3 trillion globally. The have benefited from the wider trend toward indexing and passive investing, and account for some 20 to 30...