RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research, an investment management firm based in Greenwich that...
It's high time to recognize the hard work of today's financial advisors over the past couple of years in rebuilding the bridges that were so badly damaged, if not destroyed, by our financial tsunami. The bridges I'm referring to are those bridges...
As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then pay a lot less. Unfortunately, as it turns out, it's really hard to figure out the value of a business. And...
Independent broker/dealer network Advisor Group is talking to a number of small and mid-sized broker/dealers that the company would consider purchasing, said Larry Roth, president and CEO of Advisor Group, which includes IBDs FSC Securities Corp....
PowerShares QQQ (QQQ) has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points, according to Morningstar. Investors have taken...
Another wave of financial advisor defections could be just around the corner, says an Aite Group report. Switching for big signing bonuses spiked during the recent financial crisis when Wall Street’s biggest brokerages merged or were...
Financial advisory firms are gearing up to do more hiring in the months to come, according to a recent Fidelity Investments survey. But adding staff this year may be trickier than just posting ads and waiting for the resumes to pour in. Two...
Due diligence has come a long way since the financial crisis of 2008-2009. Indeed, back then, the due diligence process of one Southeast broker/dealer consisted of looking at what products other big b/ds were putting on their platforms and simply...
