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Web Exclusive: It took Oxford Financial CEO Jeffrey Thomasson years to figure out how to recruit and hire the best people. Now, the nations second-largest RIA has it down to a science and the firm is thriving like never before.
January 5 -
Growth in exchange-traded funds fell to 5.1% in 2011, from 27.5% in 2010 and 46.7% in 2009, according to figures released by the Exchange Traded Fund Association. The category with the biggest gains: fixed-income funds.
January 5 -
The SEC has charged an Illinois-based investment advisor with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.
January 4 -
Advisors seeking better client communication tools are likely to have their wish come true because wealth management firms are expecting to increase their IT budgets by 5% to 10% this year.
January 4 -
Investors pulled more than $125 billion out of mutual funds that invest long-term in stocks last year, according to the latest data released by the Investment Company Institute. Of that, $5.2 billion got pulled in the week leading up to New Years Eve.
January 4 -
A pair of conflicting domestic economic reports combined with more unsettling news from Europe left stocks largely unchanged Wednesday as the Dow Jones Industrial Average managed to only pick up 21 points to close at 12,418.42.
January 4 -
Long-term mutual funds were hit with $2.62 billion in outflows the week ended Dec. 28, the Investment Company Institute said Wednesday. This was up from outflows of $1.87 billion the week ended Dec. 21.
January 4 -
Morningstar announced its Fund Manager of the Year Awards, with the top honors going to portfolio managers at Fidelity Investments, Artisan and Tweedy, Browne.
January 4 -
Morningstar on Wednesday announced its Fund Manager of the Year Awards, with the top honors for the fixed income category going to portfolio managers at Fidelity Investments, Artisan and Tweedy, Browne.
January 4 -
Did you have the foresight to invest heavily for your clients in Pacific Investment Management Co.’s 25-year zero coupon U.S. Treasury exchange-traded bond fund, one year ago?
January 4
