-
According to a survey of advisors, the answer is yes, but in other asset classes, there is no clear-cut leader.
November 15 -
Retirement is top of mind for a majority of pre-retiree Baby Boomers between the age of 50 and 60, Charles Schwab found in a recent survey.
November 15 -
Ninety-two percent of wealthy investors are actively looking for market opportunities, according to a U.S. Bank survey.
November 15 -
The Philadelphia wealth manager hired Susan P. Mucciarone as a senior vice president and director of wealth services.
November 15 -
The Hedge Fund Association said it is adamantly opposed to the establishment of a self-regulatory organization for hedge funds, which the Government Accountability Office is currently investigating under the provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
November 15 -
Build America Bonds have entered a world of their own.
November 15 -
The initial reactions among financial services companies to the Dodd-Frank Wall Street Reform Act have been trepidation and fear.
November 15 -
Morningstar has named Peng Chen, president of its Ibbotson Associates unit, president of its newly formed global investment management division. In this role, Chen will be responsible for the company's investment consulting, retirement advice and investment management operations in North America, Europe, Asia and Australia, including Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, Old Broad Street Research and Seeds Finance.
November 15 -
Fund managers are moving to get independent values on over-the-counter derivatives, rather than relying on their broker-dealers.
November 15 -
Dan Martino, manager of the T. Rowe Price Media and Telecommunications Fund, has two big advantages over competing fund managers.
November 15 -
UBS named Karl Ruppert as the director of a complex with 66 advisors and $5.3 billion of assets.
November 15 -
While 90% of wealthy business owners give to charity, only one-fourth of entrepreneurs say their financial advisor helps them plan for it.
November 15 -
Grail Partners chairman likens the future role of ETFs to the advent of personal computers.
November 15 -
Amid an increase in consolidation, more investors either file lawsuits over deal terms or start proxy fights designed to force banks to sell.
November 15 -
More IT spending will shift its strategic use to better understand customers and markets, boost sales opportunities, survey says.
November 15 -
Considered to be a deal broker and careful listener by those who have worked with him in the past, Joseph Smith won near-universal acclaim as Obama's pick to lead the FHFA.
November 15 -
It's difficult to overestimate the cost of hiring wrong. According to Top Grading by Dr. Bradford Smart, the average cost for a bad hire, earning between $50,000 and $100,000, is $80,000. While, there is no foolproof method that guarantees consistently good hires, here are some tips to maximize the chances of success.
November 14 -
First investment banks developed tools to act like hedge funds. Now their risk strategies are spreading to traditional money management.
November 12 -
Ultra-wealthy investors, with their $25 million in household net worth, might be a tempting lure for advisors who want their business. But any professional money manager who wants them as clients has to sharpen his or her knowledge about alternative investments.
November 12 -
We are planning for the worst case scenario, Robert Glovsky, the boards chairman, said in an interview Friday. We are worried that there will be fallout and we are planning accordingly.
November 12






