09/29/2015
At Edward Jones, it's still one person, one office
Company bucks industry trend toward forming broker teams
Comment, Analysis & Research
09/29/2015
Analysts battle over outlook for Glencore
A battle between supporters and detractors of Glencore in the analyst community has intensified amid the sharp gyrations in the commodity group's share price.
09/29/2015
Morningstar ByAllAccounts Aggregation Service Wins WealthManagement.com Industry Award for Technology Category
The awards recognize forerunners of innovation and leadership in support of financial advisor success.
09/29/2015
Hedge-Fund Headaches
Interest in the hedge fund industry has waned along with returns.
09/29/2015
7 Reasons to Prefer Wells Fargo over JPMorgan & Citi
They rise on expectations of positive news, but plunge steeper when uncertainty looms and sentiments weaken.
09/28/2015
Thousands of Metro Vancouver mansion owners avoiding taxes
Statistics Canada data shows the upscale neighbourhoods in Metro where more than 30 per cent of adults are reporting poverty
09/28/2015
Is Travel the New Face of Philanthropy? And are Millennials the New Generous Generation?
Shaping the future of travel together is a key focus for Amadeus
09/28/2015
UBS Wealth Management Americas Introduces Enhanced Forecasting Capabilities for Equity Plan Clients
This enhancement follows several recent innovative releases, including the UBS One Source Mirror, a proprietary co-browsing solution that allows both the plan sponsor and the UBS service team to assist participants with their questions about the UBS One S
09/28/2015
Morning Coffee: Burned out intern begs to understand how bankers function long term. Santander wants traders
In theory, summer 2015 was a very fine time to be an intern at an investment bank
09/25/2015
How to Grow Wealth Faster Through Proactive Risk Management
A proactive risk management strategy is built on a two-pronged approach of wealth creation and wealth preservation.
09/25/2015
Rating the 401(k) of the Fund Rater
The good news is that Morningstar has a solid line up of options in its selection of 23 funds.
09/25/2015
Mutual Fund Trends: Give Stock Pickers a Chance?
Only 20 percent of actively managed large-cap funds managed to beat the index
09/25/2015
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.79%
“SS&C GlobeOp's Forward Redemption Indicator of 3.79% for September of 2015 is an increase compared to both prior month and year over year figures,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
09/25/2015
How Wealth Managers Succeed in a Tech-Heavy Market
This summer alone, three new firms, all aligned with Dynasty Financial Partners, opened their doors here:
09/25/2015
How Public Pensions Are Getting Smart About Infrastructure
It is bad news that other countries have figured out how to make infrastructure investing attractive to pension funds
09/24/2015
Shift to DC not affecting retirement asset accumulation — research
The accumulation of retirement assets has not declined as a result of the shift from defined benefit to defined contribution plans
09/24/2015
State Street Launches Liquid Private Equity Investable Index
New Investable Index Built on State Street’s GX Private Equity Index of More Than 2,400 Funds and more than $2 Trillion in Capital Commitments
09/23/2015
Here’s the one thing America agrees on
The nation is strikingly united—across ages, income levels and political ideologies
09/23/2015
London leapfrogs New York as world's leading financial hub: survey
London, which had top billing for seven years running in the twice-yearly survey, lost the top spot to New York last year.
09/22/2015
RIA Deal Makers' Shopping List: What They Want
The executives discussed their strategies and business models, the kind of firms they want to buy, deal terms they’re offering, valuations and multiples they’re using, market activity and factors driving firms to sell.