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Mercer has made three senior-level appointments to its global investments and retirement units in Europe and in the emerging markets.
June 24 -
AdvisorShares is prepping another active exchange-traded fund to add to its roster.
June 24 -
Heres a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
June 24 -
Exchange-traded fund investors pumped in some $84 billion of assets into equity ETFs while fixed income funds brought in $30 billion through May 31, according to data from State Street Global Investors.
June 24 -
Advisors and institutions are turning to mutual funds as their choice du jour to access alternative strategies, according to new findings by Morningstar.
June 24 -
To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence. Social media is a big part of that, says UBS advisor Mitch Slater.
June 24 -
FINRA's social media spot check notification last week shouldn't come as a terrible surprise to the industry. The announcement underscores the need for firms to thoughtfully develop clear policies to supervise and manage usage, content and engagement.
June 24
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Thirty eight percent of fund firms across the country said that they will increase technology-related costs while a total of 17% of respondents said they expected no change in whether their firm's technology costs would rise or decline for the rest of 2013, according to the 2013 Money Management Executive Technology Survey.
June 24 -
Thinking of working for a family office? First look under the hood and into the mirror.
June 24 -
Thanks to video conferencing, RIAs have a much broader array of hiring options to consider.
June 24
Retirement Matters -
Pacific Investment Management Co.s William Gross, the billionaire who runs the worlds largest mutual fund, is re-jiggering family investments in Pimco bond funds that have been beaten down by rising interest rates.
June 24 -
Right now, hedge funds cannot technically advertise to anyone. They cannot solicit potential investors they must find a way to cleverly (but legally) inspire accredited investors to come to them, ask questions, and hope theyll stick around. Its not an easy business by any means, but with the potential to make billions of dollars a year; enterprising individuals are frequently attracted to the industry.
June 24
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Municipal bond investors, spooked that interest rates' climb from record lows is accelerating, continue to pull money from the market in record-breaking droves.
June 24 -
Citi's social media guru Frank Eliason offers insights into how to pick social media partners, while consultants and lawyers share what's needed in any vendor relationship.
June 24 -
Our current cover story in the magazine focuses on the state of the third-party marketers in the bank channel. One aspect of the industry that we were not able to include is a ranking of these broker-dealers by AUM. So we list them here for your perusal.
June 21 -
In the current issue of Bank Investment Consultant, recruiter and consultant Rick Rummage outlines five steps to improve your professional relationships. Heres a shortened version of his advice.
June 21 -
Are you looking to improve your relationships with colleagues and clients? Check out five simple steps from recruiter and consultant Rick Rummage.
June 21 -
A South Florida man charged with running a $13.6 million scam involving nonexistent shares in companies including Facebook and Groupon was sentenced to 11 years in prison.
June 21 -
Milwaukee-based Direxion Funds is currently prepping the Direxion Long/Short Global Currency Fund to launch within the next few months.
June 21 -
Women in the United States account for about 47% of the workforce, compared to roughly 29.6% in 1950, according to data from the U.S. Labor Force. No doubt about it, female influence in the workforce is growing. Yet, the gender divide among advisors at the some of the largest firms is pretty striking.
June 21




