CODONNELL

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NEWS INDUSTRY NEWS APR 25, 2014
How much gold should be in your clients' portfolios?

Study says gold should make up as much as 10% of a well-diversified portfolio

YOUR PRACTICE PRACTICE MANAGEMENT APR 25, 2014
Financial advice business grapples with diversity challenges

Could a wave of retirements open unprecedented opportunity for minorities?

YOUR PRACTICE PRACTICE MANAGEMENT APR 21, 2014
Opportunity knocking as clients continue diversifying financial advice: Cerulli

Number of advisers that average household uses tops three; many in the market for more help.

NEWS INDUSTRY NEWS APR 13, 2014
Investors may slide back into equities. Should you?

Cash-heavy since 2011, the affluent say they're ready to buy international stocks

YOUR PRACTICE FINTECH APR 07, 2014
Morningstar's ByAllAccounts deal could give it big edge with advisers

Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.

RETIREMENT RETIREMENT PLANNING APR 03, 2014
Putnam uses peer pressure to promote more 401(k) savings

If the looming health savings crisis isn't enough to scare people into saving for retirement, maybe a healthy dose of peer pressure will do the trick.

INVESTING ETFS APR 02, 2014
Morningstar buys data aggregator ByAllAccounts for $28 million

Gains access to more than 2,100 clients, including independent financial advisers, asset managers, wealth managers, trust companies and broker-dealers.

INVESTING EMERGING MARKETS APR 01, 2014
Strong inflows reverse emerging-markets exodus

Profit from developed-nation positions is finding its way across global economy.

INVESTING EMERGING MARKETS APR 01, 2014
Ukraine likely to present buying opportunities, strategists say

Although it could have severe effects on Russian ruble, they're betting the crisis will be settled peaceably.

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Retirement plan diversification improving, women take the lead

Wells Fargo report says few men or women are contributing recommended 10% to their 401(k)