Is the popular model for levying fees, a percentage of assets under management, really right for financial advisors? Some fee only advisors are charging extra for certain services, earning fees, and getting recognition for value they add.
Even if you’re not a born orator, you can still improve your skills.
Adding and dropping money managers in a managed account program is both science and art. Here’s some insight into the process.
If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world’s answer to the Nielsen families resulting in the Advisor Confidence Index.
Should financial advisors align themselves with large or small broker/dealers? Read on for an analysis of the issues.
Think the markets are rational? Think again. The burgeoning field of behavioral finance is debunking several myths about how investors behave and what this means for equities.
First Merit Financial reconfigures itself to offer a wealth management solution
In the early summber of 2003, investors were seeing something they hadn’t for a very long time: stock market gains. Changes in the tax laws regarding capital gains, and a desire not to repeat the past leads to that most uncommon of Wall Street cries: Se
In the wake of the “global settlement” — the April 2003 agreement among 10 investment banking firms and the Securities and Exchange Commission — brokers, advisors and investors soon will find lots more independent research reports on their desks.
As the popularity of mutual funds waned in response to a variety of factors, most notably perhaps the end of a product life cycle, Separately Managed Accounts caught fire. Spurred on by rapidly lowering investment minimums, assets in SMAs were closing in on $500 billion as 2003 came to a close. Barron’s took my advice to cover this emerging trend and hired me to write a primer on SMAs.