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Over the past two decades, investors have paid less and less to own shares of mutual funds. That's because investors demand low-cost funds, and because the fund industry is one characterized by competition, innovation, and economies of scale.
July 22 -
Detroits bankruptcy filing means its time for advisors to reassess their holdings, says Warren Pierson, lead manager of Bairds intermediate-term municipal bond fund, but not to over-react to what is sure to be a panicked client base.
July 22 -
PIMCO last month teamed up with product and technology platform provider Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market contingent deferred annuities to asset-based fee-only registered investment advisors. The name of the new product: RetireOne Transamerica II.
July 22 -
The Senate's latest proposal to break up the big banks faces an uphill battle, but FDIC Vice Chairman Thomas Hoenig still says it could have a major impact on the movement to separate big banks' commercial and investment activities.
July 22 -
Julius Baer Group said increased client trading boosted margins as Switzerlands third- biggest wealth manager integrated Merrill Lynch businesses acquired from Bank of America Corp. last year.
July 22 -
First-half revenue at the six biggest U.S. banks climbed for the first time in four years, fueling profits and vindicating Bank of America Corp. and Morgan Stanley leaders who presided over stock slumps.
July 22 -
Two key factors come into play in order to improve your advisor websites SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your websites design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.
July 22
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Smaller signing bonuses and shorter contract terms are on their way, says recruiter Mark Elzweig, and an aging advisor population is to blame.
July 22 -
Its a tricky act, being both big and personal. But organizers of LPLs 23rd annual conference are aiming to strike this balance, according to one of its organizers.
July 22 -
TrimTabs Investment Research reported that U.S. equity mutual funds and exchange-traded funds gathered $34.4 billion in July through Wednesday, July 17, which is the second-highest inflow on record, according to the Sausalito, Calif.-based research shop.
July 22


