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Advisors who make investment decisions on behalf of their clients in rep-driven managed accounts are very likely to see their business grow, according to projections by Cerulli Associates.
February 13 -
Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.
February 13
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ProShares Trust has expanded Citigroups regulatory administration services contract to include the alternative investment managers exchange traded funds.
February 13 -
Following ProShare Advisors' roll out last month of the first 30-year breakeven inflation exchange-traded funds, the company now offers a 10-year version.
February 13 -
Floating Ideas on Where the Buck Stops
February 12 -
Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.
February 10 -
The Dow Jones Industrial Average shed 89.23 points Friday to close out the week at 12,801.23 a rare losing session through the first six weeks of the year.
February 10 -
Target-date series assets, as well as the number of target-date series, have doubled in recent years.
February 10 -
More than six in 10 advisors predicted market gains greater than 5%, a sentiment that has increased from just three weeks ago.
February 10 -
50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060
February 10
