The top scoring fund in the first quarter continues to be the PowerShares WilderHill Clean Energy fund.
Speaking at Financial Advisor magazine's annual retirement symposium, Nick Murray took the financial services industry to task for the way it responded to the 2008-2009 crisis.
The SEC’s crackdown on untaxed U.S. assets is causing more foreign wealth managers to register with the SEC.
Advisors Michael Kitces and Alan Moore have launched the XY Planning Network, a turn-key platform that is designed to support fee-only advisors on Generations X and Y.
Although their AUM and revenue rose, financial advisors saw client retention rates and average revenue on assets drop last year, according to PriceMetrix.
Investor satisfaction with the overall full-service investments industry has risen for the third consecutive year, according to a J.D. Power survey.
Financial advisors can add up to 3% in net returns for their clients by using Vanguard Advisor’s Alpha, the firm’s wealth management framework that focuses on portfolio construction, behavioral...
The U.S. and other countries with low or nonexistent inheritance taxes encourage the creation of wealth, study says.
The top scoring fund in the first quarter continues to be the PowerShares WilderHill Clean Energy fund.
Financial advisors keep tabs on traditional growth metrics, but aren’t as focused on gathering client feedback.