Menu
Subscribe

Vanguard CEO Provides Perspective on Rec…

Vanguard recently announcement that it has cut fees on certain index products and said the move is driven by its long-term commitment to offer low-cost funds rather than as a response to other firms...

Human Advisors Narrowly Beats Robo-Advis…

A recent survey by the New York Financial Planning Association has determined that 75% of retirement investors are satisfied with their human advisors, which is only 2 percentage points higher...

Metropolitan West Displaces PIMCO with M…

Metropolitan West has earned top bragging rights with its Total Return Bond Fund, which has $79.4 billion in assets, displacing the PIMCO Total Return Fund as the largest fixed-income mutual...

Latest News

U.S. energy stocks rebounded with a vengeance in 2016, with a handful of developments supporting strong enthusiasm for the industry. However, as with any instance of surging optimism, advisors would be well served to take a measured approach to investing in the sector.

Read more

Vanguard recently announcement that it has cut fees on certain index products and said the move is driven by its long-term commitment to offer low-cost funds rather than as a response to other firms cutting advisory expenses. That's according to Vanguard CEO Bill McNabb. So reports RIABiz.

Read more

A federal court has indicted Richard Wyatt Davis Jr. of Charlotte, N.C., on charges related to his alleged theft of $19 million from clients. So reports WBTV.

Read more

In a recent letter, the Department of Labor is advising the financial industry that target date funds offered as annuities can be used as qualified default investment options in retirement plans. So reports ThinkAdvisor.

Read more

Brian Keenan of Red Bank, N.J. has pleaded guilty to stealing $1.6 million from clients while serving as a trustee with the midtown, N.Y. firm Train, Babcock Advisors. So reports Patch.

Read more

Practice Management

How to Market to Millennials

It’s easy to overlook the Millennial generation as a marketing opportunity for financial advisors.

Technology & Communications

Vanguard, Others Ban Their Ads from Brei…

Automation has resulted in advertising for Vanguard appearing on alt-right publication Breitbart, even though the mutual fund giant has policies that prohibit it from marketing on political websites. So reports...

Regulatory & Compliance

Advisor Charged with Stealing $19M

A federal court has indicted Richard Wyatt Davis Jr. of Charlotte, N.C., on charges related to his alleged theft of $19 million from clients. So reports WBTV.

Markets & Investments

Surging Energy Sector Calls for Restrain…

U.S. energy stocks rebounded with a vengeance in 2016, with a handful of developments supporting strong enthusiasm for the industry. However, as with any instance of surging optimism, advisors would...

Retirement

DoL Gives Guidance on Annuities as Retir…

In a recent letter, the Department of Labor is advising the financial industry that target date funds offered as annuities can be used as qualified default investment options in retirement...

News Roundup

Vanguard CEO Provides Perspective on Rec…

Vanguard recently announcement that it has cut fees on certain index products and said the move is driven by its long-term commitment to offer low-cost funds rather than as a response to other firms...

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

Visit other PMG Sites: