Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'
Legendary value investor Marty Whitman is stepping down as co-portfolio manger of Third Avenue Management's $3.3-billion flagship fund. Ian Lapey, who is currently co-portfolio manager of the Third Avenue Value Fund with Mr. Whitman, has been promoted to sole portfolio manager, effective March 1.
Financial advisers mostly concerned that sick-man Europe will infect U.S.; 'no near-term end in sight'
Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on
Recurring revenue fee ratio continues to rise; down payments getting larger, too
Carnegie Investment Counsel's acquisition sweet spot is in the $50M to $250M range
Social networking a swell way to land clients; 'great platforms'
Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and Intuit Inc.
Spouses, children lacking designation papers could be out of luck; problem magnified by bank mergers
Advisers' social networking mostly subject to same regs as other marketing, state says; 'like' a likely trouble spot
Nine years ago, adviser Rich Chambers got frustrated.
Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111220&Category=FREE&ArtNo=122009999&Ref=PH>The 10 biggest stories of '11 &raquo;</a>
Third-party specialists may be best bet for spouses and their significant advisers
