Lee Conrad

JPMorgan Securities picked up a $3-million team of veteran advisors from Morgan Stanley Smith Barney.

Martin McLaughlin Sr. and Martin McLaughlin Jr. joined the Westport office of UBS Wealth Management Americas.

So will we have inflation or deflation in the next 12 months? I can say with some authority: Yeah, probably.

Despite some proclamations from the pundits, Wall Street research strikes a more realistic, if not downright pessimistic, attitude here in the last week of the summer. The recovery has lost momentum, and printing money may not be the answer.

For all the press about India emerging as a global juggernaut, you might think there are a lot of funds dedicated to the country. But you’d be wrong.

Independent advisors are “somewhat conservative” in their outlook, but there are some bright spots in their expectations.

Fund flows in July offered mixed messages regarding investors’ appetite toward risk.

Not even the “flash crash” could dent the popularity of exchange-traded funds.

If you’re a fan of bonds issued in local currencies, your job just got slightly easier.

Fidelity sees increase in “breakaway” teams going independent; others maintain that wirehouse channel is the place to be.

Why not invest in volatility? It’s not an asset or a sector, obviously, but you can still invest in it thanks to a small handful of ETNs and ETFs.

If you have clients who still have a healthy dose of outrage at the big banks, now there is a fund just for them.

If your clients are confused on the current process, it sounds like the communication between you and them could do with some improvement too.

After the Depression, it took 25 years for the market to come back. After the “great recession” it took a matter of weeks.

UBS Wealth Management Americas struck an agreement with Richard Bernstein Advisors, a specialist in long-term, macro research.

Something about buy-and-hold has just always felt right in the past, but lately there’s been a sinking feeling that this is a losing argument.

UBS continues to add to its advisor staff, announcing three new additions today in two different Florida offices.

While some financial companies worry about the ramifications of the sweeping financial reform that is set to pass, asset managers won’t feel the heat.

If your clients have been aching to invest in master limited partnerships without the usual headaches that they bring, you now have options.

The regional continued its hiring spree with the addition of Jarrett Kovics as senior vice president and branch manager of its Dallas office.