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Advisors know the days of buy-and-hold investors with 60/40 portfolio allocations are over. But if a 60/40 allocation is no longer relevant, what is the right mix?
May 16 -
For the week ended May 9, investors pulled an estimated $2.41 billion from U.S. stock mutual funds. Since the beginning of the year, the funds have lost more than $34 billion in outflows.
May 16 -
Raymond James this week said financial advisors John Nice, Brian Trujillo, Steven Ringquist and Bradley Trujillo, collectively working as The Nice Group, have joined the firms office in Denver.
May 16 -
Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.
May 16
Impact Communications -
The hiring brings the total number of employees in the Wichita office to four.
May 16 -
Unforeseen, costly emergencies and expenses are a given in every life. Eleanor Blayney, CFB Board's consumer advocate said: "It's just as important to protect our finances or indeed anything we value from loss, as it is to grow our wealth."
May 16 -
Barclays has added a quartet of investment reps from Deutsche Bank and Morgan Stanley Smith Barney to bolster its wealth and investment management group in New York.
May 16 -
Before your older clients act on an investment tip that they like, make sure you share these five important tips to keep them from falling prey to online scams.
May 16 -
Trying to grow your practice? Here are 12 methods that can help.
May 16 -
On May 16, 2012, Boston-based alternative mutual fund provider Direxion has made changes to the investment strategy of Direxion S&P 1500 RC Volatility Response Shares (VSPR), Direxion S&P 500 RC Volatility Response Shares (VSPY) and Direxion S&P Latin America 40 RC Volatility Response Shares (VLAT), effective June 14.
May 16






