FA Staff

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Dorsey Wright's Ranking of Socially Responsible Funds And ETFs - May

by FA Staff

The top scoring fund in the first quarter continues to be the PowerShares WilderHill Clean Energy fund.

Nick Murray Chides Wall Street On Financial Crisis Response

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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.

U.S. Eyes Foreign RIAs

by FA Staff

The SEC’s crackdown on untaxed U.S. assets is causing more foreign wealth managers to register with the SEC.

New Advisor Network Focuses On Gen X And Y Clients

by FA Staff

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.

Advisor AUM Increased, Client Retention Decreased In 2013

by FA Staff

Although their AUM and revenue rose, financial advisors saw client retention rates and average revenue on assets drop last year, according to PriceMetrix.

Fidelity Tops Investor Satisfaction List

by FA Staff

Investor satisfaction with the overall full-service investments industry has risen for the third consecutive year, according to a J.D. Power survey.

Vanguard Says System Helps Advisors Add Value

by FA Staff

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...

U.S. Among Countries With Low Inheritance Taxes

by FA Staff

The U.S. and other countries with low or nonexistent inheritance taxes encourage the creation of wealth, study says.

Dorsey Wright's Ranking of Socially Responsible Funds And ETFs - March

by FA Staff

The top scoring fund in the first quarter continues to be the PowerShares WilderHill Clean Energy fund.

Metric System

by FA Staff

Financial advisors keep tabs on traditional growth metrics, but aren’t as focused on gathering client feedback.

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