Jeff Schlegel

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iShares Rolls Out Colombia ETF

by

The South American nation is increasingly seen as a desirable investment opportunity.

Financial Advisors Expected To Fuel ETF Growth

by FA Staff

The U.S. ETF market is forecast to more than double by 2017, thanks in part to growing use by advisors and self-directed investors.

The End Game

by Jeff Schlegel

Advisors working with dying clients need both financial acumen and human compassion.

Advisor Headcount Forecast To Drop Through 2016

by Jeff Schlegel

Cerulli Associates says financial advisor headcount will decline through 2016 at a compound annual rate of 1.2%.

Savant Joins eAdvisory Trend

by Jeff Schlegel

Savant Capital Management has launched an online platform designed to attract new clients around the U.S. and to serve them remotely with all of the services that existing clients get.

Bonds Dominate Active ETF Space

by

Actively managed ETFs are growing in number, but active equity-based funds are slow to catch on.

RIA M&A Activity Up, But Deal Sizes Down

by

More M&A deals were completed in the first quarter, but total assets under management involved declined significantly.

The Great Unknown

by Jeff Schlegel

Advisors ponder how to play the inevitable end of quantitative easing.

The Firing, Er, Transitioning Of Clients

by Jeff Schlegel

In a recent Pershing survey about financial advisors’ time management, advisors said they would fire an average of 13% of their clients.

Most Pensions Underfunded

by Jeff Schlegel

Ninety-four percent of U.S. corporate defined-benefit pension plans were underfunded in 2012, the same as the prior year.

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