“The fund-of-funds concept used by the Huntington Asset Allocation Funds helps investors of all sizes diversify their investment portfolios,” said Randy Bateman, president of Huntington Asset Advisors, which runs the funds. Bateman is also chief investment officer of Huntington National Bank. “The fund-of-funds design brings together the collective expertise of nearly all our fund managers, who are some of the most experienced in the industry.”
From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.
The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.
Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask Todd Hatfield.
WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.
Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.
