Mutual fund companies are arming their wholesalers with new tools to help financial advisers manage client anxiety about the roller-coaster markets and unsettling financial news.
Despite the historical success of using a combination of stocks and bonds to provide downside and upside protection, investors continue to search for new investment vehicles that purport to offer improved methods of limiting investment losses.
Exchange traded funds are one of the fastest-growing investment vehicles, but until now, they have been passive investments.
Robert R. Carter is stepping down as president of NFP Insurance Services Inc., according the SEC filings.
Recent scandals have taught financial services firms to scrutinize the people they hire more closely.
The push for actively managed exchange traded funds, the Holy Grail of the ETF industry, is intensifying.
Top management at H&R Block Inc., parent of H&R Block Financial Advisors Inc., allegedly turned up the heat and threatened a senior executive in the middle of an acrimonious dispute over compensation, according to an arbitration complaint that led to a $4 million award to the executive last month.
The big hit clean energy stocks have taken this year is just an expected correction, not the end of a fad, green-investing advocates say.
