AQR Courts Advisors with High-Performing Alternative Funds
Jun 09, 2011
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...
Double Dip Recession Is Unlikely, Says Hoey
Jun 09, 2011
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The Opportunities of Guarded Optimism
The Opportunities of Guarded Optimism
Jun 09, 2011
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...
Cedar Brook Financial Partners’ Managing Principal, Azim Nakhooda, Selected to Speak at Center for Public Investment Conferences
Jun 08, 2011
Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics atOhio Treasury’s summer conferences...
Anyone—Even The Little Guy—Can Beat the Market
Anyone—Even The Little Guy—Can Beat the Market
Jun 08, 2011
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...
Advisors Who Want Independence Are Urged to Talk To Chuck
Advisors Who Want Independence Are Urged to Talk To Chuck
Jun 08, 2011
Some financial industry observers were surprised last year when Merrill Lynch announced it was moving into the mass affluent market with its Merrill Edge program, offering discounted advice to clients with up to $250,000 in assets through call...
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops
Jun 08, 2011
Wealth management firms are stepping up their efforts to woo young heirs to family fortunes...
Advisor Group in Talks to Acquire Smaller B/D
Jun 07, 2011
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....
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Concentrated ETFs
Jun 07, 2011
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...
Wall Street Brokerages Set For More Advisor Defections?
Jun 06, 2011
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...
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