Ladenburg Thalmann continued its expansion into the independent-contractor B-D industry by snagging two managers from Ameriprise Financial.
Due to their longer life expectancies, woman should allocate much less to equities than advisers normally recommend, according to an academic paper.
The market for alternative investments among retail investors may not be as robust as the industry anticipates, according to recent survey conducted by Keefe Bruyette & Woods Inc.
With new products emerging and a streamlined global regulatory regime on the horizon, the scope and popularity of exchange traded funds is growing.
Despite consistently having generated above-average returns during much of the past six years, industrial real estate investment trusts, especially those with a global reach, are slipping along with the economy.
Maybe this will make fund fees easier to bear. The Davlin Philanthropic Fund, which was launched in July, will donate one-half percentage point of its 1.65% expense ratio to charities picked by its investors.
Married wealthy women want to be treated as equal partners in terms of financial decisions when they meet with financial advisers, according to a study from Mintel International Group Ltd. released exclusively to <i>InvestmentNews</i>.
Remaining in the middle class has been especially tough for African-American and Hispanic families in this year's difficult economic times, according to financial advisers and a recent public-policy report.
The good news is that women trust financial advisers more than automobile mechanics. The bad news is that they trust advisers less than insurance agents.
To capitalize on international investing, Dimensional Fund Advisors LP has launched an international-equity fund despite comparatively stronger U.S. stock market performance.