Scott Dudley and David McQuade, who managed $200 million at Northwestern Mutual in San Diego, have formed their own hybrid firm, Stirling Financial Group.
Stirling will use LPL Financial as its custodian and will use LPL’s broker-dealer and corporate registered investment adviser platforms through Financial Advocates, an LPL office of supervisory jurisdiction.
The firm's flagship fund, which invests in stocks, bonds, currencies, and commodities, saw accelerated gains as some peers lost ground.
Policy proposal offers recommendations on dual-share class funds, semi-transparent ETFs, and expanded flexibility for closed-end funds to include private market assets.
With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.
Sneak peek into annual defined contribution plan report shows average participant balances reached an all-time high amid rising equity markets.
The iconic actor's death alongside his wife, Betsy Arakawa, leaves pressing questions about what happens next to his assets.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
