Subject Root Tag

New findings from Tiburon Strategic Advisors reveal some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

In the first quarter, the money management institute found that advisory solution assets grew to $2.5 trillion, up 9%, or $212 billion, nearly double the increase from the fourth quarter.

The company has listed five exchange-traded funds on the London Stock Exchange.

Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses - and not just from the Securities and Exchange Commission.

Analysts see various scenarios playing out for the U.S. municipal bond market should Greece exit the euro currency and default on its remaining debt.

Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses -and not just from the Securities and Exchange Commission.

On May 23, 2012, Vanguard began trading ETFs in Europe.

“If the phone rings and you cringe, it’s time for that client to go. Life is too short, we’re too good at what we do,” Rigas told audience members at the Women Advisors Forum conference in Dallas on Tuesday. “There is a rookie out there, there is somebody else that will be really, really happy to serve that client.”

The Dow Jones Industrial Average closed basically unchanged Tuesday, losing 1.67 points to finish at 12,502.81 in seesaw trading.

More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?

On May 22, Pioneer Investments put in a new portfolio management team in place to manage the Pioneer Cullen Value Fund (CVFCX), effective August 1.

Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

“I feel like a therapist sometimes,” says Patricia Barrett, one of the five speakers on the Remember the Alimony panel of divorce experts at the Women Advisors Forum in Dallas. “I took mediation training at the University of Houston School of Law. They really emphasized listening, looping back and repeating back to people."

On May 22, 2012, Washington, D.C.-based Money Management Institute today released the early edition of MMI CENTRAL Q2 2012.

On May 22, 2012, Tiburon Strategic Advisors revealed some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

Talk coffee, not college savings plans. That avoids potential compliance issues. Besides, visitors to social media sites are coming to learn about who you are, not what you sell.

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

On may 22, 2012, Value Line Funds’ shareholders approved combining the Value Line New York Tax Exempt Trust (VLNYX) into the Value Line Tax Exempt Fund (VLHYX).

After Ann Hughes took over a struggling annuities wirehouse division, she learned six lessons about loyalty and success that every financial advisor can apply to their practice.

There’s a familiar face rejoining the sales team at Emerald Asset Management, Inc.