Jeff Schlegel

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A New Social Media Platform For Advisors

by Jeff Schlegel

Finect has rolled out a Web site for the financial services industry that it believes meets the professional and compliance needs of financial advisors in the social media era.

So, This Is How Used Car Salesmen Feel

by Jeff Schlegel

In a recent global survey that measured consumers’ trust in 18 major industries, financial services and its financial advisory/asset management sub-category finished last.

CFP Board Publishes Competency Handbook

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With 735 pages and 85 chapters from 22 contributors spanning practitioners and academia, the book covers the gamut of the financial planning profession.

Easy Money

by Jeff Schlegel

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

MPT? No Thanks

by Jeff Schlegel

Toroso Investments’ portfolios try to one-up modern portfolio theory by better matching products with investors’ risk tolerance.

Funny Name, Serious Business

by Jeff Schlegel

There’s no shortage of online outlets trying to match financial advisors and potential clients.

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.

New ETF Option

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The International Securities Exchange, the nation’s second-largest equity options exchange, takes a growing role in bringing new ETFs to market.

Dual Focus

by Jeff Schlegel

Advisors focused on high-net-worth investors find creative ways to serve the middle market.

GBI Rolls Out Physical Precious Metals Platform For RIAs

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Gold Bullion International has created an online platform enabling independent financial advisors to buy, sell and store physical precious metals for their clients.

[1]  89 90 91 92 93 94 95  [95]