The Takeaway: Why the race is on to scale up your practice

JUL 01, 2013
Portfolio The July Mutual Fund Observer is out - why it's impossible to categorize long/short funds.  (Mutual Fund Observer) The thing about investing in tech is that shareholders are not promised a return commensurate with the innovation.  (The Reformed Broker) Larry Swedroe goes hard at the active management "liars"  (Index Universe) The big development from Q2? Dividends jumped by 15%!  (Crossing Wall Street) July is a poretty good month for the S&P.  (Avondale) The Biz Finra has a highly-profitable 2012 thanks to investment portfolio gains and fining/arbitrating a lot of brokers.  (Investment News) You might want to scale up your practice - here's why:  (Advisor One) Full speed ahead for the trend of hedge funds becoming mutual funds or so-called "liquid alts"  (All About Alpha) The mystery of the advisor who scammed 19 NHL players is still unraveling - where are those millions of dollars?  (Fortune) Outliers Why so many prominent hedge funds are struggling right now.  (Business Insider) *** Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound