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In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.
May 11
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One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on
May 10
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One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those client experiences might not be very consistent.
May 10
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Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.
May 9 -
Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15.
May 9 -
Universal life insurance policies written decades ago when the average life expectancy was lower when interests rates were high are now causing headaches for financial advisors when planning for their clients' trusts and estates.
May 9 -
Chief executives like Bank of America's Brian Moynihan have two jobs at an annual meeting: answer the tough questions and manage the, er, unique characters who tend to show up at these gatherings.
May 9 -
Federal Reserve Board Chair Janet Yellen said Thursday that she has asked the White House to appoint a community banker to the central bank's board.
May 9 -
A pair of acquisitions announced this week is creating chatter about out-of-market interest in Florida's banks. Still, some caution that bankers must be mindful of past mistakes by other long-distance buyers.
May 9 -
Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.
May 9
