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Pershing Advocates Growing Advisors' Business By Helping Small Business
Wednesday, 16 May 2012
Financial advisors can open a new avenue for growth by developing an expertise in helping small business owners and entrepreneurs, says Pershing LLC.
 
Financial Advisors Seeking Alternative Investments For Portfolios, Says Survey
Wednesday, 16 May 2012
Financial market uncertainty, low interest rates and a worldwide economic crisis are prompting financial advisors to re-examine traditional client portfolio investments and look for alternative investments, according to a new survey.

 PW May 2012
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Is Summit Looking To Sell Focus Financial?
By Evan Simonoff - Wednesday, 16 May 2012
Several sources said that Summit Partners had retained Goldman Sachs to explore the sale of Focus Financial Partners. Word has it the proposed Lee-Edelman transaction has piqued the interest of private equity investors in the RIA space.
 
A Twist On Guaranteed Income
Wednesday, 16 May 2012
Registered investment advisors may want to consider a new product from Aria Retirement Solutions that offers an alternative to annuities for providing clients with guaranteed income for life.
 
Most Middle-Income Older Workers Enjoy Jobs, Schwab Survey Says
Wednesday, 02 May 2012
Most workers in their 50s and 60s enjoy their jobs and feel their experience puts them ahead of the competition, according a survey released by Charles Schwab & Co.
 
Two Firms Combine In One Of Largest RIA Mergers This Year
Tuesday, 01 May 2012
Savant Capital Management and The Monitor Group, independent fee-only RIAs, will combine to become Savant Capital LLC. Together they will have more than $2.7 billion in assets under management.
 
Advisors Often Work Against Clients’ Interests, Study Says
May 2012 issue
 
RIA Firm, Intel Create New Platform For Independent FAs
May 2012 issue
 
Satisfaction
May 2012 issue
 
Swinging For The Fences (With Baseball Bats)
May 2012 issue
 
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Online Extras

Putting Retirement Changes Into Perspective
Three major shifts are fundamentally changing retirement, says Columnist Robert Laura.
Read more...
 
Consider Adapting Asset Allocation To Retirement Spending Needs
“Chasing yield” can lead investors to buy questionable investments merely because they offer—at least temporarily—enticing income streams. To effectively manage retirement income, it’s important to consider the actual liabilities.
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FAgreen

Investors Unite To Push For Better ‘Fracking’ Practices
A group of activist investors representing $1 trillion in assets under management is pushing for higher standards for hydraulic fracturing, a process energy companies use to extract natural gas.
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More On The Move
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On The Move

Wescott Financial Advisory Group Names Chief Operating Officer
David Gaskin will guide the firm's growth strategy.
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Raymond James | Morgan Keegan Hires Advising Team
Mike Fink and Will Bach have joined the firm in Dayton, Ohio.
Read more...