-
Experts are banking on continued strong performance and cash flows from real estate investment trusts.
February 13 -
Peter Princi of Morgan Stanley relates his career as an advisor with the time he spent with the New York Mets.
February 13 -
In January Financial Planning featured tips from industry experts on how to improve your practice. Now, advisors sound off with their own tips for colleagues and competitors.
February 13 -
How can you build a better advisory practice? Check out some tips from the experts.
February 13 -
Blue Bell, PA-based wealth management shop Persimmon Capital Management has launched its first mutual fund, Persimmon Long/Short Fund (LSEAX), a multi-advisor mutual fund that employs long/short equity strategies. The fund started trading with $25 million of assets under management.
February 13 -
The US mutual fund industry is set to surpass $15 trillion in assets in February (open- and closed-end funds, and including exchange-traded funds), according to data from Strategic Insight.
February 13 -
BlackRock Inc. hired Gary Shedlin as chief financial officer to replace Ann Marie Petach, who will move to a client-oriented role within the firm.
February 13 -
The combination of this being who I am and what I do and having absolutely no other interests makes me think this is what Ill be doing for a while, Blankfein said.
February 13 -
Legg Mason Inc. (LM) named interim chief executive officer Joseph A. Sullivan as CEO, ending a five-month search for a leader to reverse five years of client redemptions and calm restive fund affiliates, according to a person familiar with the matter.
February 13 -
Target-date funds have an implicit guarantee to deliver a particular return by a particular time. Are the funds being marketed responsibly?
February 12 -
Expect drastic changes in the fund industry over the next half decade, says a new research report.
February 12 -
The White House issued an executive order on Tuesday that aims to strengthen protection of the nation's critical infrastructure against cyberattack.
February 12 -
Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, dont bother.
February 12
-
As mobile applications proliferate, do financial advisors really use them?
February 12 -
In a survey of 21 different positions in financial advisory firms, a new survey from the Financial Planning Association indicates that most planners got a pay increase from the time that the was survey was conducted three years ago.
February 12 -
-
Two thirds of high-net-worth households with $5 million or more in investable assets believe that the country is worse off now than it was in 2007.
February 12 -
Expect drastic changes in the fund industry over the next half decade, says a new research report.
February 12 -
The old adage of happy wife, happy life, is ringing louder for Scott Simon, a managing director at Pacific Investment Management Co. who heads mortgage- and asset- backed securities investing.
February 12 -
MIAMI - Smartphone shipments began to outpace personal computer shipments in 2011. Now, more than 50 percent of mobile phone users are smartphone users.
February 12






