Maddy Perkins is managing editor of editorial operations at Arizent. Follow her on Twitter @perkedit.
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With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.
July 21 -
Two financial advisors have left Wells Fargo to join Raymond James Financial Services, the regional's independent broker/dealer.
July 21 -
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
July 18 -
Raymond James has lured away two advisors managing $100 million in client assets from UBS.
July 18 -
U.S equity fund assets are near record levels, but in a reversal of last years trend, investors are putting more money into bond funds than U.S. stock funds.
By Maddy Perkins and Paula VasanJuly 16 -
Baird and McAdams Wright Ragen will combine offices in Portland, Ore., following Baird's recent acquisition of the Seattle-based broker-dealer.
July 16 -
A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.
July 16 -
The top three players Blackrock, State Street and Vanguard currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.
July 15 -
A Morgan Stanley advisor with $200 million in assets under management has rejoined Merrill Lynch.
July 15 -
The American College has redesigned its Chartered Financial Consultant designation coursework to add a focus on real-world client issues like divorce, LGBT families, retirement income and behavioral finance.
July 14 -
Morgan Stanley has picked up five financial advisors from Merrill Lynch, Wells Fargo and J.P. Morgan.
July 11 -
Many independent advisors say they consider themselves fiduciaries, even if they arent legally obligated to adhere to that standard of care. So why are so many opposed to the DoL's expected proposal?
July 10 -
Four advisors were lured away from UBS in a sweeping recruitment move by Wells Fargo Financial Network, while four other advisors joined Wells Fargo Advisors.
July 10 -
Dalton Strategic Investment Services, a smaller broker-dealer firm with almost $1 billion in client assets, has joined Securities America as a super-OSJ.
July 10 -
The recruiting firm awards exam fee reimbursements to three new planning graduates -- as long as they pass the test.
July 1 -
Trust is critical to establishing good relationships with clients, but the financial industry has long suffered a trust deficit. Time to talk about it.
July 1 -
Markets are rising, job satisfaction is high -- but stress levels are increasing for financial advisors.
June 25 -
To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts.
June 19 -
Reworking a compensation plan for your firm? Ask yourself these questions first.
June 18 -
Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors?
June 16

