Staff Writer

Staff Writer

Target Date Funds Creating Opportunity for Advisors

Asset Allocation on Wikibook

Many advisors seek to add value by developing asset allocations for their clients. With that in mind, it’s understandable that some view target date funds, which seek to maintain asset allocations based on specified investment time horizons, as competition.


Fiscal Cliff Likely to Spark Flurry of Q4 M&A Activity

English: Where did my cliff go?


In the wake of a series of high profile purchases of investment advisors, merger and acquisition activity this year is exceeding the level set in 2011 and could quickly increase as many advisors prepare to retire while others seek to sell their firms prior to the much dreaded Fiscal Cliff. Read more...

Top 10 Things Fund Firms Won't Acknowledge

Low cost is a better predictor of future performance than past performance and there are more mutual funds than individual stocks listed on major U.S. exchanges.


Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.