Advisers face hurdles in the race to grow their businesses

The InvestmentNews 2014 Financial Performance Study of Advisory Firms suggests firms face challenges that threaten their continued success, particularly if they have relied on the markets to bolster their growth. Plus: Don't miss our special report on financial performance

Signs of life from the bull

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&P 500 Index charts. And it's looking good.

Liquid alts get first stress test

One upside to the stock market carnage of the past week or two is that the wildly popular alternative-strategy mutual funds, better known as liquid alts, have finally been tested on the open road.

Fed has the markets always wanting more

Blog - Breakfast with Benjamin: Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

Schorsch empire strikes back on perception of illiquid products

Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.

Ex-Ameriprise adviser pleads guilty to defrauding clients

Susan Walker admitted to accusations she used $980,000 of client assets to pay for personal expenses, including vacations and private school tuition.

A 60-40 allocation isn't what it used to be

Video - Advisers need to rethink the 60-40 setup for client portfolios, according to Bob Rice of Tangent Capital. The good news: new tools in liquid alternatives can help advisers diversify.

How to talk to clients about alternatives

Talking clients through the complexities of alternative investments requires simplicity and a focus on function.

Market strategists remain unbowed

Blog - Breakfast with Benjamin: Wall Street observers' resolve likely to be tested today, plus what could lift stocks out of their funk, solid earnings from Goldman Sachs and Janet Yellen's puzzle.

Advisers on the Move

Data & Resources

Compensation Database

Explore detailed, regional compensation information on more than 20 different positions within a financial advisory firm.

RIA Data Center

Use this interactive rankings tool to find key information on over 1,400 fee-only registered investment advisory firms.

White Paper Library

The latest and most targeted thought leadership for the financial industry - all free to download.

Data Library

Your one stop hub for all things data. Infographics, adviser activity, investment data, readership surveys and more.

Tech Connect

The adviser's first stop for technology news, opinion, product reviews and other information to help improve your tech IQ.

B-D Data Center

Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue - or create your own custom rankings.

Advisers on the Move

Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs.

CE Quiz Center

Test yourself with these short quizzes, based on InvestmentNews content, and earn one IMCA or CFP Board-approved CE credit per quiz.

X

Subscribe and SAVE over 72%

View our best offer
Subscribe to Print