
Andrew Shilling
Manager, Editorial OperationsAndrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.

Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
When retirement is still nearly two decades off, which funds posted the best five-year returns?
Which funds that are approaching their target year have had the best five-year returns?
Which funds that already reached their target year have had the best five-year returns?
The sector has been in a slump of late, but these funds have bested the S&P 500 over time.
A recent FINRA report actually bolsters arguments against investors using automated advice, according to the author of an agenda-setting study on digital advice and investment law.
As the fiduciary rule pressures firms to develop products and platforms, they must realize I.T. has a seat at the table in the decision process, says Putnam Investment's new chief technology officer.
While the sector has been in a slump, advisors who go beyond the recent returns can show clients how these funds have bested the S&P 500 over time.
Total assets for the regional B-D's Individual Investor Group will reach about $40 billion after it merges with Smith Hayes.
The Bank of America unit that serves ultrawealthy clients picked up new recruits from Morgan Stanley and Hirtle Callaghan.
Mutual funds lost nearly $8 billion in outflows for 2015, a 2% year-over-year decline. See which Morningstar category performed the best.
There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.
Former Merrill Lynch advisors launch a new office with IHT Wealth Management.
Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.
The firm's former correspondent and advisor services supervisor will now oversee consulting operations reaching the firm's 1,900 advisors.
The new recruits move to the independent side of Wells Fargo.
The former wirehouse advisors make their move to the bank channel with SunTrust Private Wealth Management.
The new recruit moved to the employee side of the regional broker-dealer.
Raymond James' Judson Potter says he learned a lot about perseverance by watching his mother go through medical school.
These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another other group has painfully stumbled.
The new recruits moved over to the independent side of the wirehouse.