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Jeff Schlegel

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ETF Flows Set Record In 2012

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Two leading ETF trackers come up with different numbers, but both clock in at all-time highs.

Single Malt, Multiple Payback

by Jeff Schlegel

Collectible whiskies-particularly single-malt scotch-have been fetching high prices. Is this a fad or a legitimate alternative investment?

American Funds, iShares And Jackson National Rate Big With FAs

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The financial advisor business is all about relationships and personal connection, and not just with clients.

Guggenheim Rolls Out Alternative Investments Platform To Financial Advisors

by Jeff Schlegel

The platform provides advisors access to hedge fund managers, analytic tools and research to help them build customized hedge fund portfolios for their clients.

Advisor Matchmaker

by Jeff Schlegel

Borrowing a page from Match.com and other online dating services, InvestorClarity...

The Great Divide?

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An expectation gap between older and younger advisors might be hamstringing the profession's growth.

"X" Hits The Spot

by Jeff Schlegel

Global X's ETFs take investors into very targeted corners of the market.

Advisors Learning The Ropes Of Impact Investing

by Jeff Schlegel

Helping clients fulfill their impact investing goals can help advisors differentiate their practice and attract assets.

Two Independent RIAs Join To Form $2.7B Advisory Firm

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Savant Capital Management and The Monitor Group on Wednesday announced they've combined operations to create a giant RIA firm with roughly 2,700 clients and 90 employees who work in 10 offices across...

RIA M&A Deals Surged in Q1

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Mergers and acquisition activity involving RIAs during the first quarter was on pace for a record-setting year, according to Charles Schwab.

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