Financial Advisor

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Pimco ETF Trounces Flagship Mutual Fund

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Pimco's 13-month-old Total Return ETF is attracting more cash than the firm’s flagship Total Return mutual fund, as investors join Bill Gross in preferring ETFs for bond investing.

Curian Capital Appoints Head Of Investment Strategy Group

by FA Staff

Gabriel Burstein, Ph.D., joins firm in Denver.

Two PE Firms Bid For National Financial Partners

by FA Staff

TPG Capital and Madison Dearborn Partners, private equity firms, are the final two bidders for National Financial Partners, Reuters says.

National Advisors Trust Appoints New CEO

by FA Staff

James Combs brings 20 years' experience to new position.

Napfa Honors '30 Most Influential' People

by FA Staff

As part of Napfa’s 30th anniversary celebration, the organization is honoring the "30 Most Influential" members and staff.

Fund Invests In Companies Responding To Environmental Issues

by FA Staff

The Green Alpha Fund invests in companies that are addressing environmental issues.

Easy Money

by Jeff Schlegel

Loose monetary policies by central banks up the ante for investors to hedge their currency risk.

Tactical Asset Allocation Workshops Offered

by FA Staff

Arrow Funds and Dorsey Wright & Associates have announced a series of educational workshops for financial advisors on tactical investing.

Nationwide Acquires Mutual Funds

by FA Staff

Nationwide Financial has entered into an agreement with HighMark Capital Management Inc. to acquire 17 equity and bond mutual funds.

Global X Launches Nigeria and Central Asia/Mongolia ETFs

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The two funds offer investors a deeper dive into frontier emerging markets.

Dodd, Frank To Keynote At Conference

by FA Staff

Architects of the historic Dodd-Frank Wall Street Reform and Consumer Protection Act will deliver a joint keynote address and take questions from attendees at the 6th Annual MarketCounsel Summit.

Lessons Learned: Investors Relying More On Advisors Post Financial Crisis

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More people rely on advisors now because they were so pleased with the advice they got from them during the 2008 financial crisis, says a new Fidelity survey.

Effectiveness Of Marketing Judged

by FA Staff

Fidelity, Vanguard and USAA are still the top companies in marketing prowess, says Phoenix Marketing International.

Christian Brothers Investment Services Continues Growth

by FA Staff

Christian Brothers Investment Services has made four leadership appointments.

TD Ameritrade Institutional Names Director Of Advisor Transitions

by FA Staff

Scott Collins brings 20 years of advisory industry experience to new role.

Fewer Equities In 401(k) Plans, Survey Says

by FA Staff

Despite the stock market's growing recovery, fewer 401(k) assets are invested in equities than before the 2008 crisis, says a new report by Spectrem Group.

Financial Advice Welcomed By Consumers, Survey Says

by FA Staff

A large majority of Americans feel they could benefit from advice from a professional when confronted by everyday financial questions, according to a new nationwide survey.

Obamacare Should Make Health Care Cheaper—Just Not Right Away

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The Society of Actuaries predicts medical claims will rise for several years as higher-risk Americans gravitate to private insurance.

Strong IPO Market Raises $20 Billion In Q1

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IPOs are likely to gain steam as companies across more industries proceed with sales and more private-equity firms seek to exit investments.

Matthew 25, Inspired by Scripture, Returns 27% With U.S. Equities

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The fund, says one financial advisor, is run by the 'best investor no one has heard of.'

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