Do you have a strategy for business growth? If not, you could be on a road to nowhere
Fed minutes hint at rate hike
The Fed minutes from its July 28-29 meeting, released Wednesday afternoon, reveal a rate hike is still in the cards but that a hard date has not yet been reached
Advisor commissions win new support
The most unlikely hero has come to the rescue of advisors offering analysis on whether commissions can exist under a fiduciary standard
80-year-old poses as advisor
An Ontario man hung out his advisory shingle without any kind of licensing or regulatory approval reminding industry players why regulation does nothing to stop those intent on breaking the law
Underwriting remains huge issue
The responses are pouring in for the inaugural LHP Advisors on Carriers Survey, and not surprisingly underwriting is a primary concern for advisors
Fund managers moving to maximize value
Capacity targets have one investment firm moving to cap three funds in the coming weeks – a move that is part of a broader trend to optimize investment value
Canadian gets the nod at CFA Institute
Beth Hamilton-Keen, CFA, has been elected the new chair of the Board of Governors of CFA Institute, the global association of investment professionals.
Advisors ditch most-celebrated stock ever?
With the markets looking inflated, a growing number of finance professionals say paying 140% of book value for a stock with mediocre returns is simply not in the client’s best interests – even if it’s…
Robo-advisors: more friend than enemy
New data suggests the introduction of automated advice could actually bring advisors closer to meeting a key objective for all industry players
Turnaround time for oil?
Oil securities continue to languish, but advisors are expressing new optimism that values will in fact creep upward. But when?