While Hispanic and African American adults say it’s in the best interest of financial advisory firms to hire more minority  advisors, they are less concerned that their own personal advisor be the same ethnicity or race, according to a new survey...

For more than six years, retail investors have been lending money to strangers over the internet to consolidate credit card debt, pay medical bills and buy cars.  Every year more lenders are saying “yes,” one click at a time.  While this may seem...

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Yellen to replace Bernanke at the end of the month

Managing Client Expectations

Whether you are thinking of going independent, changing broker-dealers or just want to confirm your current business platform is right for you, there are four critical areas to analyze...

Alternative asset classes have varying degrees of tradability and structural liquidity. As individual investors increase their portfolio allocations to alternative investments, their portfolios often accumulate infrequently traded assets such as...

How Can You Give Advice About What You Don’t Understand?

The myth of equity REIT interest rate sensitivity – and drivers of equity REIT performance

Fundamentally weighted indexes were introduced by Robert Arnott in 2004, and have come to be known as smart beta indexes because they are professed to outperform the market, as represented by traditional capitalization-weighted indexes. Hundreds...