The latest in Financial Advisor research and tools that can help your practice.
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Like hard-pressed retailers, investment managers have lately taken to lowering prices. Mutual funds and ETFs have cut expense ratios. Even exclusive hedge funds have reduced the fees they charge clients. Some of the fee cuts may be temporary...
Playing the local Chinese stock market has always been off limits to foreign investors. But it turns out that doesn’t matter much. Chinese ADRs have lately outperformed the local Shanghai Composite Index, according to Bespoke Investments.
Proposed legislation could help encourage your clients to consider rolling over 401 (k) plans into retirement annuities. The legislation, Senate bill 2832, would amend the Employee Retirement Income Security Act of 1974, to focus greater awareness...
If the current economic and investment climate aren’t enough to stimulate conversation with your high net worth clients, you may want to add “estate taxes” to the list of ongoing discussion topics.
Mergers and acquisitions in the wealth management business will bounce back in 2010 as valuations and cash flows pick up with the improving market and economy, experts predict. But buyers and sellers will be more selective than they were during...
It's the beginning of a new year, which is always a good time to take stock of where you are in your career and define your objectives for the coming year
