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RIAs Going Organic

by FA Staff

M&A activity among RIAs stalled in this year’s first half, as more advisors sought internal rather than external growth.

Advisors’ Favorite Fund Companies

by FA Staff

According to Cogent, advisors judge mutual fund companies on more than just investment performance.

Wealth Managers Recoup Pre-Crisis Asset Levels

by FA Staff

In 2012, the U.S. wealth management industry finally caught up to the pre-financial crisis asset levels of 2007.

Who Will Purchase Your Clients?

by FA Staff

A majority of advisory firms still don’t have succession plans in place.

Total Global Alternative Assets Top $5 Trillion

by FA Staff

Pension funds and wealth managers are the biggest users of alternative investments.

4th Annual Alternative Investment Strategies Conference A Big Success

by FA Staff

Roughly 600 financial advisors and other attendees at the fourth annual Innovative Alternative Investment Strategies conference in Denver in July sat in on two days of sessions covering this...

Sammons Retirement Solutions Enhances Offering

by FA Staff

Sammons Retirement Solutions Enhances Offering Sammons Retirement Solutions has added new investment options and fund managers to its LiveWell mutual fund IRA series and variable annuity...

DOL’s Borzi To Keynote FSI’s First Advisor Conference

by

As it approaches its 10th anniversary next year, the FSI is expecting more than 350 advisors at its first conference solely for its advisor members.

Schwab To Launch Six ETFs Next Week

by

The funds will track Russell’s fundamentally weighted indexes, which are based on Research Affiliates’ methodology.

Top 10 Party Schools

by

Your clients -- especially those with teenage children -- may be interested in the reputations of these universities.

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