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Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industrys best advisors.
February 13 -
Advisors who make investment decisions on behalf of their clients in rep-driven managed accounts are very likely to see their business grow, according to projections by Cerulli Associates.
February 13 -
Bank of Americas health savings account business rose 34% with the addition of 50,000 new accounts last year, as it also integrated that business in its institutional retirement business.
February 13 -
Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.
February 13
- Money Management Executive
The fund services industry association said it is creating a store of white papers, surveys, research and other informational resources in a store of knowledge online.
February 13 -
A year ago, the firms more than 4,000 advisors in the United States had to manually submit each post in advance for review. Now, Raymond James Financials has automated the compliance and publishing process, to speed up communications with customers.
February 13 -
Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.
February 13
Impact Communications -
ProShares Trust has expanded Citigroups regulatory administration services contract to include the alternative investment managers exchange traded funds.
February 13 -
Following ProShare Advisors' roll out last month of the first 30-year breakeven inflation exchange-traded funds, the company now offers a 10-year version.
February 13 -
National Association for Female Executives recognizes New York Life, Prudential and eight others for their commitment to womens advancement in the workplace.
February 13
