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After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.
June 29 -
A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.
June 8 -
A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.
June 1 -
“Honestly, it’s a little frightening,” said Joel Schiffman, who oversees defined contribution products in North America for Schroders.
March 19 -
A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.
November 9 -
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
March 17 -
Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.
January 22 -
Retirees may benefit from moving money to various locations that offer better savings rates and returns.
January 21 -
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
December 31 -
There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.
December 12Mercer Advisors