Research / WMIQ

The eastern U.S. has seen its share of natural disasters lately, between the magnitude 5.8 earthquake that hit Virginia on Aug. 23, and Hurricane Irene, which made landfall on Aug. 24. But according to Eric Zoldan, senior vice president of...

A look at the early performance of FactorShares

A new ETF from PIMCO and changes in fiduciary rules seem poised to push more advisors away from load funds.

Focus Financial plans to acquire Colony Group.

Combination products are more affordable, but there's no free lunch.

Mobility is no longer an option-it's fast becoming a business necessity.

KATHERINE LINTZfounder and partner Firm: Financial Management Partners Age: 57 Years in biz: 33 AUM: $1.4 billion Designations, licenses: CFP The staff of 21 at Financial Management Partners, a multi-family office in Clayton, Mo., with $1.4...

ANNE B. SHUMADINEfounder and Chairman Firm: Signature Financial Management Age: 68 Years in biz: 17 AUM: over $2 billion Designations, licenses: J.D., Series 65 In the early 1990s, Anne B. Shumadine was working as a tax lawyer in the Norfolk, Va....

Catie Tobin, head of correspondent and advisor services, RBC Wealth Management.

Medical office REITs could be affected by several factors.