We now live in a world where anyone with a bank account can be an investor. Gone are the days when thousands of dollars are required to obtain the best possible managed financial services advice. Thanks to the rise in low-cost, easy-access, self...

(Bloomberg Markets) -- Not so long ago, T.F. Meagher worked at a hedge fund. It was a successful hedge fund, too—the $6 billion UBS O’Connor, which was actually gaining assets instead of losing them, unlike so many other hedge...

What do advisors who manage $2 billion, $500 million and $100 million in client assets have in common? I’ve found that integrity, objectivity and a fiduciary mindset guide their service model, in addition...

The benefits of liberating a wirehouse advisor into your firm can far outweigh the hassle of the transition itself.

With all of the high-profile movement going on in the financial advisor landscape, one area of practice that seems to capture less of the limelight is the institutional advisory space. While institutional advisors—those whose clients are...