Recent Stories From This Author
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.
Wedbush advisor Mark Heiden talks about what drives him: “I want to keep growing and develop the business so my family can carry on the legacy started by my father in the 1950s.”
Advisors have trusted the "Bond King" for years, but with Bill Gross's abrupt departure from PIMCO, the firm he founded 43 years ago, the playing field has changed. Here's what you need to know before the dust settles.
Census Bureau data comparing U.S. racial demographics with those of advisors show the gap is big. Financial Planning's research has found it may be even bigger.
Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..
With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?
Morningstar is offering DIY investors direct access to its separately managed accounts -- should advisors be worried?
Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.
It's clear that leverage was one of the main culprits of the financial meltdown, but what other factors were at play?
Advisors often need help developing the skills required to build a growing firm.
RIAs are gaining market share of assets, although wirehouses will still control nearly $6 trillion by 2016, the research firm predicts.
After announcing growth plans earlier in the year, Advisor Group has taken the next step: hiring a new executive vice president of recruiting and acquisition strategy.
World's largest mutual fund company pulled in more than 90% of the more than $15 billion that investors poured into U.S.-listed ETFs in Q1, adding to fears that Vanguard is becoming a near monopoly.
Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.
While some financial advisors can be intentionally vague when detailing embedded risks to clients, others do not fully understand the risks themselves, says the author of a new book that looks at the "incestuous" relationship between Wall Street, Washington and regulatory agencies.
A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.