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.
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.
On Saturday, all eyes at the Financial Planning Association’s annual conference in Seattle were on keynote speaker Christopher Gardner, the financial adviser whose rags-to-riches story was celebrated in the 2006 hit movie “The Pursuit of Happyness,” starring Will Smith.
Industry observers and financial advisers are welcoming a series of management changes announced Tuesday by AIG Advisor Group Inc., which hopes the changes will lead to better services for advisers.
As regulators and Congress scrutinize the proliferation of financial advisory designations aimed at bilking elderly investors, the organization that grants the certified financial planner credential is investigating whether its name is being improperly used by groups that promote bogus certifications.
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.
Several new online services aimed at individual investors are attracting the attention of advisers because of the potential they provide for marketing and collaboration.
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.
For years, critics have slammed the Morningstar rating system for elevating faddish offerings while ignoring out-of-favor funds toiling away in difficult environments.
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.”
