Evan Simonoff

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Lucia Capital Names First Allied's O'Neal As B-D Chief

by FA Staff

Lucia Capital has appointed Tiy O’Neal as president of its broker-dealer arm, Lucia Securities. O’Neal had formerly served as chief operating officer of First Allied Securities.

LPL Financial’s President Robert Moore Leaves For U.K. Asset Manager

by FA Staff

Robert Moore has resigned and CFO Dan Arnold will replace him as president effective March 13.

A Bubble No One Saw

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In early February, I was fortunate to attend IMCA’s annual consultants conference and hear Richard Bernstein talk about last year’s collapse in the price of energy.

A Talk With Nick Murray

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The critical retirement investing challenge is the defense of purchasing power.

Cetera Partners With Envestnet On Retirement Platform

by FA Staff

Cetera Financial Group is partnering with Envestnet to build out a retirement plan platform across its network of nine different broker-dealers.

Richard Bernstein Sees Danger Lurking For MLPs As Energy Woes Mount

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Investors and advisors convinced that master limited partnerships are "immune" from the turbulence roiling the energy markets are in for a rude surprise, Richard Bernstein said yesterday.

Indexing’s Existential Controversy

by Jeff Schlegel & Evan Simonoff

Rob Arnott on the rise of smart-beta indexes (and their critics).

Robo-Advisors Have Their Own Issues

by Evan Simonoff

The thought of robots replacing professors and lawyers is somewhat amusing, but who am I to say it won’t happen?

Leon Panetta Hopes For Clinton-Bush Race In 2016

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Panetta says both candidates would want to get things done.

News From Inside ETFs: Gundlach Sees Warning Signs Flashing As Deflation Arrives

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Contrary to many reports of its death, the 30-year-plus bull market in bonds is still alive and deflation is now being imported into the U.S., according to DoubleLine CEO Jeffrey Gundlach.

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