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Dealing With Clients Who Cling To Their Losing Stocks

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Clients sometimes won't sell losing stocks out of ignorance or emotional attachment, advisors say.

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World Investors Cut Back Stocks As Risk Aversion Reigns

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World investors lifted exposure to bonds and cut back on more volatile equities as sentiment was buffeted by a Russian currency crisis, an uncertain growth outlook and rapidly declining energy...

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Green Bonds Sell Big In 2014 As Finance Bids To Help Climate

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A "green" bond market has taken root this year, with municipalities and corporations issuing new environmentally-focused bonds and money managers jumping in to buy them.

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Building Irrefutable Differentiation In 2015

by Bill Hortz

Experts offer proven strategies and practical steps on how to differentiate your business.

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U.S. Budget Deal Stirs Pension Risk Fears

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A last-minute federal budget deal to allow retiree pension benefit cuts affects only retirees in struggling multiemployer pension plans, but any retiree living on a defined benefit pension could...

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Cetera Advisor Network Adds $300 Million Team

by FA Staff

Minneapolis, Minn.-based Strong Tower Wealth Management has transitioned to the Cetera Advisor Networks broker-dealer platform.

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BioShares Rolls Out Two Pure Play Biotech ETFs

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One fund focuses on companies with lead drugs in human clinical trial stages; the other on companies with approved products.

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CFP Board Wants More Female Financial Planning Professionals

by FA Staff

In an effort to increase the number of women advisors, the CFP Board of Standards has formed the Women’s Initiative Council.

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SEC Chair Refuses House GOP Request To Shift Money To Hike FA Exams

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SEC Chairman Mary Jo White has refused a request from two influential congressmen to shift money within the agency to increase registered investment advisor exams.

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