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Read any number of studies, or just glance around most industry conferences and you'll see it: Women make up a noticeable minority of the financial advisory community. The CFP Board is trying to do something about it.
May 15 -
If corporate America does not achieve parity in boardrooms as other countries are actively implementing, we will fall further behind, Eve Ellis warned at the Women Advisors Forum.
May 15 -
John Hancock Investment Management Services has filed with the SEC to launch the Global Equity Fund.
May 15 -
Roberto Sanchez-Dahl, and Paolo Valle, formerly managers of the Federated Emerging Market Debt Fund, have joined Manulife.
May 15 -
Women advisors are more risk averse than their male counterparts, and in the wake of the financial crisis, that has proven to be a good thing.
May 15 -
Thomas Welch knows theres a better chance he will be fired than retire. So he spent his vacation interning at Merrill Lynch Wealth Management to prepare for a second career to sustain him for the next 40 years.
May 15 -
Guggenheim Investments filed with the Securities and Exchange Commission to register the Emerging Markets Bond Strategy Fund, part of the Rydex Series Funds.
May 14 -
Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI).
May 14 -
When selecting global funds, consider the manager’s background and expertise in the particular foreign market.
May 14
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Considering the recent success of several regional and single-country categories, is there a case for holding such high-potential funds in clients’ portfolios?
May 14
