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I don't want to be a distraction, I don't want to be irrelevant -- and I don't want to be wrong. Perhaps you shouldn't be making predictions either?
March 20 -
This week's notable news from the asset management industry includes a recent SEC roundtable meeting where some participants discussed the potential "unintended consequences" of universal proxy ballots, global ETP flows in February reached a record $50 billion, the fastest start to any year on record, and leadership at Vanguard were tasked with new roles within the firm.
March 20 -
F-Squared Investments, which last year admitted to misleading investors about its performance, has eliminated about 25% of its staff, according to a person with knowledge of the matter.
March 20 -
The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1.
March 20 -
A tax-efficient strategy to best index funds; Plus, six reasons why investing in a taxable account is underrated, and how to capitalize on capital gains tax rules.
March 19 -
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns.
March 19 -
A FINRA arbitration panel also orders the expungement of the advisor's termination records.
March 19 -
Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors.
March 19 -
See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.
March 18 -
More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement.
March 18





