Former wirehouse exec replacing Kornreich, who will focus on finance, M&A.
The Michigan-based team rejoins the firm after six years away
Clients of advisers saw some stock gains, but bonds held them back, website for investors finds.
Prospective plans by the CFP Board to develop its own continuing education curriculum had some financial advisers concerned over possible conflicts of interest. The idea has been pulled, for the time being.
New tool allows modeling of specific bond-exposure choices as clients ask about rising rates.
Two companies filed this week, seeking funds that don't report daily.
Even as services evolve, the two groups' definitions are distinct – and should stay that way, Schweiss says.
Economist predicts weakness, slow growth will persist in world markets
