Lee Conrad

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.

The distinction between accumulation and distribution is the key to your clients’ understanding target date funds.

Charles Schwab opens the doors to its "virtual university" to help RIAs better utilize its technology

A small handful of funds are making it easier for individual investors to invest in IPOs.

Morgan Stanley denied the widely circulated news report that it planned to cut 300 branches and 1,200 jobs. The company had confirmed previously that it had a round of 200 layoffs just before Memorial Day.

Morgan Stanley denied the widely circulated news report that it planned to cut 300 branches and 1,200 jobs. The company had confirmed previously that it had a round of 200 layoffs just before Memorial Day.

If your clients want to invest globally, and according to their Catholic values, you now have one more option to offer.

Barclays Wealth America remains small, but it is carving out a very high-end niche

If Brian Jacobs were talking to a young graduate today, he might have just one word: alternatives.

The sub-Saharan markets have seen 11% growth over the past five years, far surpassing the U.S market.

Overall client satisfaction remained high, but the percentage who were willing to walk increased.