They are a significant business opportunity, according to this white paper from Pershing LLC.
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.
This adviser guide from Janus provides a summary of new tax legislation along with ten strategies you might want to discuss with clients to help lessen the impact of higher taxes and potentially improve their overall financial situation.
In this new white paper, Invesco analysts examine the impact of recent health care reforms on the muni bond markets.
When it comes to investing, most individuals focus simply on the bottom line – the rate of return generated and how much money they made. Many investors don't consider that the companies in which they invest may violate their strong personal beliefs, according to Ave Maria Funds.
Ownership and transition of ownership is one of six trends* that will impact the future of independent advice for the next 10 to 20 years. As rep-advisors' practices become valued into the millions, ownership considerations loom large.
At the beginning of a crucial period for the eurozone, Invesco Fixed Income Portfolio Manager Michael Siviter outlines the challenges the authorities face.
The following is an excerpt from the soon-to-be-released study from Pershing Advisor Solutions, "The Advisor of the Future: Building a Business to Last."
One of the most popular stories we have ever published was the April 29, 2012 story by Mark Schoeff Jr., “<a href=http://www.investmentnews.com/article/20120429/REG/304299986>A talent shortage looms as the industry booms</a>”. Within 24 hours of posting, the story went viral and is now our second most-read story of 2012. Why?
