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After the financial crisis, investors are asking advisors for both downside protection and returns. Many are turning to so-called “tactical allocation strategies” to beat the market, but do they really have the skills?
WealthManagement.com surveyed over 600 wealth managers from all advisory channels on how they manage their practices, from compensation structures and communication preferences to succession planning and predictions for the markets and economy in...
After a period of indigestion following merger activity, wirehouses, comprising of UBS, Morgan Stanley Smith Barney, Wells Fargo Advisors, and Bank of America Merrill Lynch, are nearing the later phases of their restructuring. Executives, such as...
Recognizing that active managers infrequently provided the outperformance paid for, and most certainly did not protect from risk during the market recession, many advisors have felt free to throw in the towel and move sector exposure to passiv...
New York, NY — August 27, 2012 The Advisor Confidence Index (ACI), a benchmark that gauges advisor views on the U.S. economy and stock market, reports that advisor confidence fell in August, with the index slipping 2.29% from the July level to...
