Not running. | Copyright Mike Coppola, Getty Images
A survey of more than 1,100 financial advisors found that in the upcoming presidential election, they favor Florida Sen. Marco Rubio. The poll by Advisor Perspectives, which included 13 c...
Investors pulled $1.57 million in February from the Janus Global Unconstrained Bond Fund run by closely followed investor Bill Gross, down from cash withdrawals of $14 million in January, Morningstar data showed on Tuesday...
The Moerus Capital team: Amit Wadhwaney, John Mauro and Michael Campagna.
Three former Third Avenue Management employees have launched an asset management company, Barron’s reports. Amit Wadhwaney, who was the lead portfolio manager for Th...
Stock tips to go with that coffee? | Copyright Christopher Furlong, Getty Images
It seems that if you want the best-performing portfolio, along with a croissant, head to France. According to analysis performed by Natixis Global Asset Manag...
Watch it grow. | weerapatkiatdumrong/iStock/Thinkstock
A growing number of advisors and investors are catching on to sustainability investing; U.S. managed assets that invest using environmental, social and corporate governance and other s...
The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here, who all carry the CFP designation, are the exception. These up-and-coming advisors have built solid practices from a...
The money man.
Former Heisman Trophy winner and NFL running back Eddie George announced that he plans to open an advisory firm called Edward N. George Wealth Management to help young professional athletes with their finances. “When I came...
Follow the money. | Copyright Lintao Zhang, Getty Images
Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires...
Be careful.
It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...