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.
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.
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.
Recent market volatility has been good for ProShare Advisors LLC. The gyrations have drawn attention to its 52 exchange traded funds, all of which use leverage to provide short or magnified exposure to various indexes.
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.
It’s only nine in the morning on this late-July day, but Tom Ensign’s white dress shirt is already blotted with dark circles of perspiration. Mr. Ensign, president and chief executive of Provest Management Group, is standing on a football field under a blazing-hot sun, which still is rising in a cloudless blue sky. The pungent smell of earth and grass hangs languidly in the hot, thick air.
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.
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.”
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.
