News Feed

Have you ever wondered how some financial advisors manage to get all their business from referrals? Despite what some people may tell you, simply asking for referrals isn’t enough. Here are 8 surefire ways to fill your prospect pipeline in 2013.

Bank of America Corp.’s brokerage arm and JPMorgan Chase & Co.’s asset-management division are among businesses ripe for divestiture if U.S. banks break up to improve stock prices, according to CLSA Ltd.’s Mike Mayo.

The second-biggest exchange-traded fund tracking emerging-market equities will see more inflows after the amount of shares outstanding reached a record last week, according to Marketfield Asset Management LLC.

IPO volume reached $43 billion in 2012, the highest amount since $49 billion in 2007, reports Renaissance Capital, which tracks IPOs. What can advisors expect for 2013?

Cerulli's latest Retirement Edition is out, this time with insight into the development of institutional investment vehicles, particularly collective trust funds (CTFs).

Advisors can start the year off on a positive note by going over clients’ insurance plans. Here are some tips from the National Association of Insurance Commissioners.

Morningstar today unveiled its 2012 U.S. Fund Manager of the Year award winners in the allocation, alternatives, domestic stock, international stock, and fixed income categories.

Regular client communication is an important element of an advisor’s practice. You (and your staff) spend time preparing client communications and sending out emails, but what if they aren’t even going through?

Keith Reynolds has joined Segal Rogerscasey’s Atlanta office as a senior consultant.

Henderson Global Investors (North America) is expanding its mobile and social media strategy with a brand new and free iPad app.