Generation X/Y investors are more likely to be dissatisfied with their advisory relationships than older generations, according to a survey by MFS Investment Management. Cost is the main reason Gen X and Y are not in love with their advisors, with...
Barclays is remaking the old Lehman Brothers and hiring aggressively to become a major player in the U.S. high-net-worth market just as its rivals struggle to get back on their feet.
Market Data RegisteredRep.com now features a market data tool on every page, including real-time performance data and stock quotes. For stories that mention a particular company, mutual fund or ETF, live market data is embedded directly into the...
The Financial Planning Association has appointed Paul Auslander as its 2011 president-elect, succeeding 2011 President Martin Kurtz. Auslander, who will start Jan. 1, 2012, is chairman and CEO of American Financial Advisors and a registered...
Ultra-high-net-worth investors are relatively sophisticated; at least, they sure think they are. Spectrem Group recently surveyed more than 100 households with net worth of $25 million or more, and 46 percent agreed with the statement, I can do a...
