Multi-family offices have a tantalizing window of opportunity to meet a surge of demand by wealthy families looking for a primary provider of investment, planning and administrative services, according to Jamie McLaughlin, a veteran industry...
Larry Swedroe calls it the Holy Grail—the search for managers who can deliver returns that beat the appropriate risk-adjusted benchmarks. And it’s “a fool’s errand,” he adds; he spends much of his new book, The Quest for Alpha (John Wiley & Sons)...
Financial advisors should focus extra attention on their 50 best clients to achieve growth and build their “ideal” practice, said Nancy Petrucelli, a coach who has worked with wirehouse advisors for the past 20 years and has the...
Advisors are often recruited to broker/dealers based on promises that the firm later fails to deliver on, according to a recent Registered Rep. reader poll...
Forget what you hear about gold and silver being rare commodities. Far more precious than metals is that holy grail of money management -- alpha. The cost of acquiring market outperformance -- or, more properly, the cost of acquiring the...
Wealth management software firm Advent Software announced plans Thursday to acquire rival Black Diamond Performance Reporting for $73 million—a move that will cement Advent’s hold in the portfolio management software playing field...
Suppose that an unhappy investor didn't specifically name you in a lawsuit or arbitration when he complained about your investing advice. You'd think that would get you off the regulatory disclosure hook, right? Think again...
