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For the week ended May 16, investors pulled an estimated $3.45 billion from U.S. stock mutual funds. That’s $1.10 billion more than they withdrew from the funds a week earlier.
Webster Bank is rolling out the welcome mat for the consumer it calls the “millionaire next door.”
State Street wants to bulk up in Europe and its chairman is telling investors that it is eyeing deals for the custody operations of the continent’s largest banks.
Analysts see various scenarios playing out for the U.S. municipal bond market should Greece exit the euro currency and default on its remaining debt.
The company has listed five exchange-traded funds on the London Stock Exchange.
New findings from Tiburon Strategic Advisors reveal some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.
Seven tips come in daily under the program that started in August. Thomas Sporkin, director of market surveillance at the SEC, says two to three each day are high quality.
“If the phone rings and you cringe, it’s time for that client to go. Life is too short, we’re too good at what we do,” Rigas told audience members at the Women Advisors Forum conference in Dallas on Tuesday. “There is a rookie out there, there is somebody else that will be really, really happy to serve that client.”
More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?
Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”
Bank Investment Consultant wants to know what percentage of client portfolios bank advisors are recommending for allocation to emerging markets investments. Click here to participate in the survey. And also visit our online discussion forum to share your thoughts on emerging markets investments.
While we spend most of our efforts the rest of the year covering advisors in the bank channel, we set aside one issue to devote to the bosses: the program managers.
Many advisors will say they grow via referrals. Fine, but how often do you really get a big referral? In the meantime, here are some other ways to grow your practice.
It's the distribution platform driving the battle between these two investment products.
Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition
From big city to small town, Willy Gamalero, of Madison County Community Bank, is a financial advisor who just wants to help people in the investing world — and beyond.