In a marketing and business coup, Pershing LLC has hired Mark Tibergien, a leading consultant in the financial advice industry.
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.
The Pension Protection Act provides a good outline of the major components required Over the past year, I have written extensively on provisions of the 2006 Pension Protection Act. Let’s now focus on components of the PPA’s computer-driven advice model.
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.
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.
Ready to discuss the investments in their charitable trusts, a husband and wife — three years into a second marriage for each — sat before Michael C. Walther, a certified financial planner and financial adviser with Balasa Dinverno & Foltz LLC in Itasca, Ill.
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.
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.
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.
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.
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.”
For years, critics have slammed the Morningstar rating system for elevating faddish offerings while ignoring out-of-favor funds toiling away in difficult environments.
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.
Pension funds would be adversely affected if taxes on private-equity were raised, said witnesses.
In a marketing and business coup, Pershing has hired Mark Tibergien, a leading consultant in the industry.
The biggest B-D is buying Independent Financial Marketing Group from Sun Life Financial.
Fidelity debuted a Web-based tool designed to help advisers create and manage retirement income plans for their clients.
