The manager reviews and adjusts the index weekly and rebalances on a quarterly basis, using quantitative analysis to select stocks with greater capital appreciation potential.
-
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
7h ago -
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
8h ago -
As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.
8h ago -
Looking forward to not answering client phone calls? Here's how to make it happen.
11h ago -
In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.
July 2 -
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
July 2