Looking to give advisors new measures for evaluating funds, Morningstar plans later this year to release a new “forward-looking” rating tool that uses its analysts’ expertise to evaluate the funds’ ability to outperform...

RepTV set up shop at the Morningstar Investment Conference in Chicago last week. In our “Advisor Insights” video series, Registered Rep. senior editor Jerry Gleeson sits down with advisors from across the country to find out what...

During its National Conference in Orlando, Fla., this week, independent broker/dealer Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter in...

Toronto: “I’m considering joining a team, but a bad experience a few years ago has me spooked. I had two partners, nobody was on the same page, and the break-up wasn’t pleasant,” Michael explained. “Do you have any...

Wealth managers with the right resume—and personality—should find a seller’s market when it comes to filling chief executive and investment officer positions, say search firm executives specializing in the field. But there’...

For most of the past decade, Fairholme Fund (FAIRX) soared, outpacing nearly all its competitors by a wide margin. Assets poured into the fund, and portfolio manager Bruce Berkowitz was named manager of the decade by Morningstar. But this year the...

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