Risk

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs,

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.

In addition, the advisor technology company released three new features and updated its interface.