Evan
Simonoff is editor-in-chief and editorial director of Financial Advisor
magazine, as well as editorial director of Private Wealth magazine. He
has spent more than 15 years as an editor and reporter covering the
financial services industry. Evan is a widely recognized expert on
personal finance and investments.
by
Evan Simonoff
What's the real story behind RIA mergers? Some are successful, but in general the picture isn't pretty.
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by
Evan Simonoff
There is about a 30% chance the Republican Party could regain control of the House of Representatives, according to Democratic strategist Charlie Cook.
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by
Dorothy Hinchcliff
On December 13, my morning was boring enough that I watched former Fed
Chairman Alan Greenspan make an appearance on a show that has earned
the soubriquet, Meet The Depressed...
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by
Evan Simonoff
At a regional meeting in New York sponsored by TD Ameritrade
Institutional, several experts on regulatory affairs agreed that FINRA
was likely to fail in its attempt to gain control over RIA...
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by
Dorothy Hinchcliff
Speaking at this year's Schwab Impact conference, Schwab's chief market
strategist Liz Ann Sonders painted a surprisingly upbeat picture of the
economic recovery...
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For years, many sophisticated financial advisors and others have taken
a very dim view of insured investment products, like variable
annuities...
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by
Dorothy Hinchcliff
While advocating that both RIAs and brokers should be held to a
fiduciary standard, SEC Chairman Mary Schapiro hinted that the agency
might have to allow exemptions from that standard for certain...
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by
Dorothy Hinchcliff
The current rally in equity prices still "has a lot of legs left,"
Wharton School of Finance professor Jeremy Siegel told attendees at
Pershing's annual INSITE conference in Hollywood, Fla...
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by
Ray Fazzi
As of this writing, Jim Putman, CEO and majority owner of Appleton,
Wisc.-based Wealth Management Inc., is an innocent man...
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by
Dorothy Hinchcliff
Watching certain self-appointed spokesmen for free markets like Jack
Welch howl with outrage about government involvement in business has a
certain comical element to it...
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by
Evan Simonoff
There is "no reason" why the economy can't return to where it was 21
months ago in the summer of 2007, Forbes CEO Steve Forbes told
attendees at JP Morgan Asset Management's 11th annual wealth...
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by
Dorothy Hinchcliff
With the stocks of leading publicly traded consolidators like NFP and
Boston Private down by more than 75% over the last year and bank
lending for acquisitions slowing to a trickle, M&A activity in...
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by
Evan Simonoff
The rash of Ponzi schemes involving RIAs, unregistered advisors and
brokers raises many questions about regulators and advisors, and most
of them are troubling...
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by
Ray Fazzi
Back in February, I spent an hour interviewing FPA's Robert Rodriguez,
who made no effort to disguise his contempt for advisors, pension
consultants and others who had dropped his fund because he...
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by
Evan Simonoff
In Congressional testimony and in a series of interviews last week, SEC
chairwoman Mary Schapiro and FINRA CEO Richard Ketchum started to
provide their blueprint for a new regulatory system of the...
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