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Real estate: Surprising king of noncorrelated assets
If a truly diversified portfolio is your objective, don't ignore real estate. An analysis of the volatility and…
Buffett Lite fund vaults to top by lightening up on Buffett
Sequoia Fund Inc. (SEQUX), recommended by Warren Buffett when it opened, beat the U.S. stock market over the…
Michael Kitces: Power Tweeter delves into financial science
His day job is director of research for Pinnacle Advisory Group Inc., but probably more people know Michael…
Rudy Adolf: The focus driving Focus
Rudy Adolf said he became convinced that RIAs were the future of the investment management business back in the late 1990s, when he was running a traditional brokerage firm.
Employees hold the keys to success
Financial advisers like to say they run a relationship-based business. It turns out that's true in more ways than they may realize.
VA charge hits ING hard
A hefty charge that ING Groep NV will take on its American variable annuity business appears to be a mixed blessing for investors hoping to snap up shares of the company's insurance unit once it makes its public debut.
Ignoring risk in bond market, investors covet fixed income
Big net inflows to fixed-income and global-equity-strategy mutual funds are just the latest example of investors moving in…
Stock pickers divided over market forecast
U.S. companies are the most profitable that they have been in more than 40 years, and some of…
What worries advisers as we enter 2012
With forecasters projecting slower U.S. economic growth and higher unemployment next year, not to mention a very wobbly world economy, I decided to check in with some financial advisers.
U.S. markets seen in limbo amid Europe crisis
Although U.S. equity markets showed approval Friday for the latest efforts by European leaders to shore up financial…
Seeing ING’s hefty VA charge, IPO investors may need some reassurance
A hefty charge ING Groep NV will take on its American variable annuity business appears to be a mixed blessing for investors hoping to snap up shares of the company's insurance unit once it makes its public debut.
ING to shutter registered indexed annuity
ING Groep NV will close its registered indexed annuity to new sales Oct. 31 after a little more than a year.
Longtime RJFS CEO to leave
The old guard of Raymond James Financial Inc. will see another change with the departure of Dick Averitt,…
Don’t bet on an aggregator deal
Owners of independent advisory firms have been hearing lots of talk of aggregators — firms that include Fiduciary…
Risks rising as realty firms buy from, sell to one another
Real estate money managers are becoming the dominant buyers and sellers in the commercial real estate market, increasing the likelihood that institutional investors could have exposure to both sides of a single transaction.
The three laws of great brand management
Building a strong brand increases revenue. It works like this: When you create alignment for your brand —…
UBS’ latest woes hurting morale of firm’s advisers
UBS financial advisers are the latest wirehouse brokers to have to make excuses for blunders elsewhere in their…
Taxes a factor when you sell
With thousands of aging financial advisers hoping to sell their practices over the next decade, a big consideration is how much tax the owners will have to pay if and when they sell their businesses.
Everybody out of the mortgage pool? That’s a mistake, says ING fund manager
Government-backed mortgages could be the next best alternative to cash, according Jeff Dutra, manager of the $830 million ING GNMA Income Fund.
Time is right for a big pay day
It's a good time to sell a financial advisory business, especially if the owners have spent the past decade planning their exit.
