The profound demographic trend that is boosting demand for investment advice — the millions of baby boomers retiring or planning their retirement — also is threatening the financial advisory sector with a talent shortage.
Since <i>InvestmentNews</i> announced the launch of our <a href=http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20111215/FREE/111219955>Next Generation of Financial Advisers</a> initiative, I have had a number of conversations about internships and how different types of advisory firms and brokerages actually use interns.
What financial advisers need to know about attracting - and retaining - female clients.
According to a plan being hatched by the overseers of the bankrupt MF Global Holdings Ltd., three of its highest-ranking executives would receive big bonuses to help with the process of winding down the firm.
This afternoon, <i>InvestmentNews</i> is hosting the first webcast in a year-long series focused on working with female clients.
BofA gives Krawcheck $6M golden handshake
With Apple Ticker:(AAPL) opening up trading today at $600 per share - and up more than 500% since 2009 - it's hard to think of Apple as a value stock. But that may well be the case, according to one portfolio manager.
This week, when Ric Edelman revealed that he plans to wind down his independent contractor business, he labeled the model 'severely flawed', and stirred up - not surprisingly - a good deal of conversation across the industry.