Subject Root Tag

You don’t have to go it alone, but finding the right partner is critical.

US exchange-traded fund assets increased by $292.7 billion or 28% in 2012, in part driven by positive cash flows of $182.6 billion, marking a new all-time high for the industry on the eve of its 20th anniversary, according to data from State Street Global Advisors.

Bill McNabb, chief executive officer of the Vanguard Goup, is starting 2013 with a bang.

Et tu, Ned Johnson?

Principal Funds is expanding its sales team with a new position.

Financial advisor Andrew Ryan of Deutsche, who lands at number 28 on this year’s list, says that anticipating volatility while working with his venture capital and private equity clients has been imperative in recent years.

During the first full week of fund flows for the new year, investors pumped in $34.2 billion into mutual funds, according to data from Lipper.

International fund of hedge funds Grosvenor Capital Management is taking a stab at the mutual fund space with…an alternative fund of funds.

Net Inflows among tax-exempt money market funds were $6.18 billion in the week ended Jan. 7, according to The Money Fund Report, a service of iMoneyNet.com.

A former director of branch business development at Janney Montgomery Scott has moved to City Securities Corporation.

International fund of hedge funds Grosvenor Capital Management is taking a stab at the mutual fund space with…an alternative fund of funds.

Virtus Investment Partners is buying a 24% stake in Kleinwort Benson Investors International, Ltd., a wholly-owned subsidiary of Kleinwort Benson Investors, which provides specialized equity strategies primarily to institutional investors.

When it comes to ultra-high-net-worth investor, more money means they want to remain more hands on.

Every once in a while, advisors are presented with special opportunities to build trust and win client loyalty. It’s when clients are feeling excessive fear, uncertainty, or doubt, that it is your responsibility to reassure them, educate them, and guide them. With so many factors impacting your clients right now, what do they need from you?

Continuing its rapid expansion, CapTrust Financial Advisors, a large Raleigh, S.C. registered that serves private and institutional investors, acquired Freedom One Financial Group. Freedom One provides retirement plan and investment advisory services to companies in emerging markets.

You aren’t the only one who is swamped during the day. There are bound to be people you can’t reach.

More than eight in 10 American millionaires believe that each generation should be responsible for creating its own wealth, up from 65% who said the same thing in 2007 when the survey was last conducted.

Thomas Kane, a UBS financial advisor who ranks number 29 on our list, has turned to hedge funds, private equity and real estate to bolster his clients’ portfolios.

As the wealth management industry continues to evolve, financial advisors have a broader range of choices than ever before in determining the structure and growth trajectory of their own practices. Competition for successful advisors with strong books of business among the wirehouses remains fierce, while opportunities for ownership in that world remain elusive.

One day after Goldman announced that it was publishing daily “shadow values” of its money funds, J.P. Morgan Funds and BlackRock are also planning to publish net asset values for their own money funds.