Research shows financial advisors are relucant to raise their prices for the services they offer, particularly after the 2008 crash damaged so many portfolios. But firms that review their pricing each year tend to have higher profitability per...
Financial advisors like to peddle performance, and Talon Asset Management in Chicago is no exception. Senior Principal Terry Diamond says the practice, with about $1.1 billion in assets under management, has seen only three losing years over the...
Robert Jenkins has been appointed president of the Financial Research Corporation, an asset management research and consulting firm. Jenkins previously held positions at Fidelity Management & Research and Fidelity Investments...
There is a theme that seems to repeat itself in the broker/dealer industry: quality advisors join shops that, deliberately or not, peddle bad investments and get caught, and those good advisors suffer for it. We've written about this before, in...
There's a lot of money being thrown into the alternative investment space nowadays. You see the trend reflected in the market capitalizations of exchange-traded products designed to offer returns uncorrelated or negatively correlated to the equity...
Rep.TV Rep. TV, the magazine's video source for financial advisors, now features in-house video interviews with industry experts who stop by Registered Rep.'s editorial offices. Stay tuned for more of these videos going forward. For more, go to...
When an FA breaks away from his full-service broker/dealer to move to an independent firm, it is the ultimate test of client loyalty. And potential breakaways have gotten more confident that they'll hold onto client assets versus two years ago...
Despite a stock market that has roared above its March 2009 lows, here is how worried investors are: The traditional investments of U.S. dollars and Treasuries are viewed with skepticism. Where to hide? Kevin Kearns, the manager of Loomis Sayles'...
Is Greenwich, Conn., where a high concentration of New York-based hedge fund managers live in sprawling mansions with elaborately manicured grounds, the secret to the U.S. hedge fund industry's financial success? China seems to think so.
