Migration to the independent financial advisor model—independent b/ds and RIAs—is likely to continue unabated in 2011, a Fidelity Investments survey about advisor and broker sentiment released today suggests.
As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. Advisors say this allows them to offer clients alternatives with...
After their bang-up performance in 2008, everyone is talking about managed futures. They can make great diversifiers in some portfolios, but be sure to do your homework. They're opaque, often highly leveraged, and can be expensive.
Wealth managers don’t have to be experts when it comes to philanthropy, but they do need to be empathetic and knowledgeable about charitable giving, according to industry leaders who will be addressing the annual conference of the...
Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting. Under most scenarios, bonds will deliver modestly positive returns in coming years. What sort...
Do you want to know how your pay stacks up against that of your peers? The final deadline for participation is April 18, and that’s coming up. We are depending on your input!
The average financial advisor is in his 50s and mulling retirement. The total number of advisors in the industry has been flat for years and is expected to decline in coming years. These facts are constantly trotted out as proof that a talent...
A distressingly high percentage of workers in America don't even so much as attempt a back-of-the-cocktail-napkin calculation when trying to figure out what they'll need to retire on, according to the 21st annual Retirement Confidence Survey by...
