Ownership and transition of ownership is one of six trends* that will impact the future of independent advice for the next 10 to 20 years. As rep-advisors' practices become valued into the millions, ownership considerations loom large.
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At the beginning of a crucial period for the eurozone, Invesco Fixed Income Portfolio Manager Michael Siviter outlines the challenges the authorities face.
Why the levies on investment income and ordinary income should be the same
Parties need to solve fiscal cliff dilemma before leaving town.
Distribution of wealth demonized, but research shows it works.
Chance to invest in hard assets can lead to big returns, but rules are complex.
Broker sold Fannie Mae preferred stock despite risk warnings
The New York Stock Exchange's plan to lure more stock orders from individuals was approved by the U.S. Securities and Exchange Commission, dealing a setback to Wall Street firms that increasingly keep the business for themselves
According to a study by Cogent Research LLC, there are stark contrasts between older and younger members of the boomer generation that advisers and asset managers should be aware of.
Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however
Oracle mocks prediction that hiked rates will deter wealthy from investing; 'imagination'
One of the most popular stories we have ever published was the April 29, 2012 story by Mark Schoeff Jr., “<a href=http://www.investmentnews.com/article/20120429/REG/304299986>A talent shortage looms as the industry booms</a>”. Within 24 hours of posting, the story went viral and is now our second most-read story of 2012. Why?
Demand continues to surge despite pullback by insurance companies of product benefits.
The decline in wirehouses' market share in the advisory industry has been dramatic since the financial crisis, and a new study says it will accelerate over the next three years.
The CEO of Research Affiliates on what must happen with the budget and entitlements, and what will happen if the markets lose confidence in U.S. currency
Have you ever felt stuck, like you've lost the energy and zest to continue pushing yourself toward your potential? Our industry is full of stories of advisers who have settled for less than they were hoping to achieve—sometimes much less.
Congressional gridlock will likely continue, but compromise on fiscal cliff may be ahead.
