After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.
Despite putting more money in mutual funds, advisers are working with fewer fund managers. This has meant declines for Pimco and BlackRock, while DFA and American Funds remain favorites.
Loomis Sayles bond fund manager says the firm is “as cautious as we've ever been”
Despite record revenue at UBS Wealth Management Americas, profits fell in the second quarter as the firm reported that it had to set aside $44M for litigation costs, mostly related to the firm's investments in Puerto Rico.
To build a practice that is profitable and grows, technology needs to embraced. But where to begin?
Not having a continuity plan for your practice is reckless. Dan Candura's story highlights the challenges advisers face when time runs out.
New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.
Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.
Many Americans are making smart moves with their investment portfolios by favoring foreign stocks over domestic ones. But it's not because they've suddenly become savvy.
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