August 3, 2015
As the economy revs up, so does talk of an interest rate hike. For advisors cobbling together a retirement portfolio for their clients, the question becomes: How will the different investment classes perform in a rising interest rate environment?…
August 3, 2015
EQIS Capital, an asset management firm based in San Raphael, Calif., is gearing up to work with advisors who have client assets at Curian Capital, which is being shut down by its parent company, Prudential Plc…
July 29, 2015
Apple has played its part in juicing ETF investments…
May 14, 2015
Twice in the last 15 years — in 2002 and 2008 — the market has lost 20% to 30% after a long run-up. Clients who are nervous in today’s investment environment likely experienced those downturns firsthand and don’t want to…
April 17, 2015
Apple’s success has made it a market behemoth—which means it’s taking up a larger portion of many funds. Perhaps too large…
November 7, 2014
It’s fun to bet on niche areas markets and win big, but when constructing a long-term investment portfolio, investors are better off sticking to simple and broad exchange traded funds…
November 14, 2014
Views on where to go for the best bond returns are as varied as advisor hairstyles. But that doesn’t stop FAs from touting their favorite picks…
October 3, 2014
Financial advisors know that they must comply with SEC requirements to archive all email sent to and from their firm’s employees, but knowing what to look for when reviewing email may not be as clear…
October 2014
Most Innovative Investment Advisory Firm of the Year – Ohio…
July 31, 2014
July saw a middling performance from the tock market, with the uptrend coming under pressure…