In the next year, it will add follower capabilities, a portal for adviser peers to share best practices, adviser video tools.
David Savir and Carlos Dominguez form Miami-based boutique Element Pointe.
<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.
<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?
A Michigan pension plan says the company bought back shares at artificially inflated prices because of misleading statements it made about its financial condition.
James Poe failed to disclose material conflicts of interest to investors, including receipt of a 20% fee through a firm he owned, according to the Texas State Securities Board.
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
The percentage of assets the firm retains when advisers leave is double industry average
The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
There is a new generation of financial companies that already lives up to the DOL's proposed rule.
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
Firm expects the fiduciary rule to be a catalyst for more advisory business and wants to help its advisers compete.
Total corporate debt as a percentage of U.S. GDP averaged around 15% from the 1990s through 2007. Since that time, however, the size of the corporate bond market has expanded to nearly 36% of GDP.
Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.
Data ownership is emerging as a hot topic in the financial advice industry.
Mandatory payouts from savings plans may trigger new taxes.
The comment period for the rule, which was introduced in December, closed on Monday.
<i>Breakfast with Benjamin</i> Investors assuming they will be able to continue working well beyond normal retirement age doesn't mesh with a frequent reality.
<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.
