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As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.
July 18 -
Rep. Spencer Bachus (Ala.) is the first Republican in Congress to endorse the Investment Adviser Examination Improvement Act.
July 18 -
Structured products generally have some protection against loss plus a play on equities or fixed income.
July 18 -
Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now
July 18 -
Pimco Names Mogelof as Asia-Pacific Head Amid Leadership Changes
July 18 -
IBM is creating new apps for banks their employees can use on iPhones and iPads. In doing so, Big Blue will help banks push legacy applications out to new devices, making many types of work possible on Apple devices.
July 17 -
The panel is comprised of seven public members and six industry representatives, pulling together advocates, attorneys, regulators and executives from firms such as Citigroup, Morgan Stanley and Securities America.
July 17 -
Daugs fraudulently misused client assets "to make loans to himself to buy a luxury vacation home and refinance a rare vintage automobile," according to the SEC.
July 17 -
The push to expand banking services at the country's post offices continues to gain momentum, though numerous questions remain about the design and scope of such an effort.
July 17 - PH
Morgan Stanley Wealth Management's profits climbed 11% in the second quarter, rising to $471 million from $426 million a year ago. Client assets topped $2 trillion for the first time.
July 17 -
A community group opposes Banc of California's plans to buy 20 branches, saying management isn't being open about plans to serve low-income and minority customers. The bank says its all a misunderstanding. Still, the issue shows why banks must foster good relations with powerful advocacy groups.
July 17 -
With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.
July 17 -
Fink Says Federal Regulatory Process Needs More Transparency
July 17 -
Bank of America hasn't budged from an offer to pay about $13 billion to settle federal and state probes of mortgage-backed bond sales, increasing the likelihood that prosecutors will sue the bank, according to two people with knowledge of the matter.
July 17 -
With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.
July 17 -
Assets under management at UBS rose to $1.97 trillion, cementing its No. 1 spot in the ranking by Scorpio Partnership, a London-based consultancy.
July 17 -
Figuring out your real cost of living; Investing like Warren Buffett; Why clients ignore most of your advice
July 17 -
Founders of IHT Management hope to create a wirehouse-like alternative to lure other advisors.
July 17 -
J.P. Morgan enticed advisors from competitors, including Morgan Stanley, Merrill Lynch and Wells Fargo, in a half dozen markets to fuel its nationwide expansion of wealth management.
July 16 -
Wells Fargo recruited advisors managing more than $1 billion in assets from its rivals. Meanwhile St. Louis-based Benjamin Edwards lured away 10 advisors from Wells. But both firms weren't the only ones recruiting top talent. See these and other moves, hires and promotions in the latest advisors on the move slideshow.
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