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Banks may be about to endure yet another cyberattack by hacktivist groups.
May 7 -
Merrill Lynch Wealth Management has tapped Ashvin Chhabra to serve as chief investment officer and head of Investment Management and Guidance.
May 6 -
Why do investors need foreign stocks or funds? Why not just buy U.S. companies that do a great deal or even most of their business overseas? A number of factors make international companies and funds attractive.
May 6 -
A difference of 1% in fees could reduce an investors balance at retirement by as much as 28%, according to the Department of Labor.
May 6 -
Thomson Reuters has launched a proprietary index designed to measure trust in global financial institutions called the Thomson Reuters TRrust Index (TRust Index).
May 6 -
Morningstar has rolled out the next generation of Morningstar® Retirement ManagerSM, an advice and managed account service for defined contribution participants in the United States.
May 6 -
Primerica is incorporating two additional annuity products from Lincoln Financial Group into its retirement lineup.
May 6 -
Twitter just turned seven, Facebook nine and LinkedIn 10. Thats old in Internet years. So whats taking the finance industry so long to join the party?
May 6
Financial Planning -
Advisors have a lot to consider when working with Generation Y clients, but its a two-way street.
May 6 -
Here's one uncomfortable stat for advisors: 90% of assets transferred to the next generation don't stay with the existing advisor. When it comes to your roster of clients, how do you plan to change that?
May 6
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Despite the quick growth rate of the financial advisory industry over past 10 years, female advisors havent been growing at a comparable rate, according to a study on the gender disparities of the sector.
May 6
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Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.
May 6 -
Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.
May 6 -
Gen Y clients may be the next frontier for financial planning, but their low investable assets and risky retention rate arent all advisors should be thinking about.
May 6 -
When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.
May 6 -
The T. Rowe Price New Era Fund is getting a new manager. Timothy Parker, the funds current manager will leave to pursue other opportunities, the firms spokeswoman told Money Management Executive.
May 6 -
The best elevator speech starts with why you do what you do and briefly covers what you do and whom you serve best. Beyond that, Matt Matrisian suggests advisors expand their thinking to create an effective conversation.
May 6
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For years, Lincoln Financial has effectively been raising prices on its variable annuities, yet consumers keep buying. The companys VA business exceeds desired levels now, so further price increases have been announced: cutbacks in benefits offered to consumers. The expected result is a boost in second-quarter business but a slowdown in the second half of 2013.
May 6 -
For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.
May 6 -
The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.
May 6





