Keel Point partners with BlueCreek Investment Partners to form $1.5 billion firm, aiming for $5 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.
From the advisory business model to crowdfunding to elder financial abuse, discussions taking place despite congressional gridlock
Reverse-engineer your new asset goal to make it feel reachable, attainable, and achievable.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.
The markets giveth, and keep on giving
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
Seen as a win for investors and participating fund companies.
<i>From TD Ameritrade Institutional's national conference:</i> RIAs need to document the testing of their continuity plan if they want to stay out of hot water with regulators. Here's what you need to know. <i>(Don't miss: <a href="http://www.investmentnews.com/section/video?playerType=Events&eventID=TDAI2014&bctid=3126949758001&date=20140130" target="_blank">TD Ameritrade Institutional's Tom Nally talks about how advisers can reach NextGen clients</a>.)</i>
Monitor the markets, set price price points for stocks and keep track of your accounts with the watch, set to be released April 24.
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
Platform allows immediate connection to applications such as DocuSign, Laser App Anywhere, MoneyGuidePro, Orion Advisor Services and Redtail.
Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
