The average registered investment adviser will see its staffing needs more than triple over the next five years, to 16 employees from five, according to a new study, an advance copy of which was provided to InvestmentNews by the sponsor, Pershing Advisor Solutions LLC.
Recent market volatility has been good for ProShare Advisors LLC. The gyrations have drawn attention to its 52 exchange traded funds, all of which use leverage to provide short or magnified exposure to various indexes.
INTECH’s large-cap quantitative growth equity strategy, long a high-performance engine for the firm, has been stumbling just as a spike in capital market volatility is raising broader questions about the robustness of quantitative strategies.
It may be heresy for most financial advisers, but in their new book “Bonds: The Unbeaten Path to Secure Investment Growth” (Bloomberg Press), authors Stan and Hildy Richelson advocate an all-bond portfolio.
It’s back to school for Monica Malanoski, a high-school teacher, and that means loading up her students with facts about marginal costs, market moves and equilibrium prices to prepare them for the next Maryland Economics Challenge.
For years, critics have slammed the Morningstar rating system for elevating faddish offerings while ignoring out-of-favor funds toiling away in difficult environments.
Several new online services aimed at individual investors are attracting the attention of advisers because of the potential they provide for marketing and collaboration.
Poor planning leaves his heirs with unnecessary legal fees and an onerous tax bill The way his terrible estate plan is unraveling, if the late James Brown, the “Godfather of Soul,” could see from wherever he is, he wouldn’t be screaming his most-famous three words: “I feel good.”
The next generation of investment advice for defined contribution participants is here. After years of offering advice on the accumulation phase of retirement, several providers now are planning services that focus on the withdrawal phase.
Sixteen years ago, Jessica Abrams’ life revolved around her pony. To buy the horseshoes and other accessories she needed for shows, the then 14-year-old baby-sat several days a week and carefully saved.
