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The Motley Fool
June 27, 2007
Tom Taulli |
BlackRock Sees Green in Hedge Funds BlackRock is ramping up its alternative investment business. The company will purchase the fund-of-hedge-funds business of Quellos Group for $1.7 billion.   |
Investment Advisor
January 2006
Jeff Joseph |
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. |
Registered Rep.
November 1, 2002
Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
Financial Advisor
February 2004
Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. |
Financial Advisor
November 2003
Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
Registered Rep.
October 1, 2012
Diana Britton |
A Package Deal Most advisors would say they want to do what's best for their clients. But if that's the case, they better not manage their clients' money on their own; better leave that to the home office, new research from Cerulli Associates shows. |
Financial Advisor
May 2004
Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
The Motley Fool
May 9, 2007
Dan Caplinger |
In Memory of Mom Your mom's legacy lives on in you. Here are some things she may have taught you: Save, save, save... Steer clear of fees... Be conservative... Stay out of debt... Take care of your family... etc. |
Registered Rep.
March 12, 2004
John Churchill |
Huge Growth in Fee-Based Brokerage Fee-based brokerage showed faster growth than any other segment of managed accounts over the last four years, according to a new report from Cerulli Associates. |
Investment Advisor
February 2009
Kara P. Stapleton |
Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course. |
Registered Rep.
August 1, 2005
Matt Barthel |
RIAs in Flux The pioneering ways of registered investment advisors (RIAs) are coming back to bite them. Once on the cutting edge of "holistic" financial planning and fee-based client relationships, RIAs are now just one of a pack of firms offering such services. |
Registered Rep.
September 16, 2015
Ryan W. Neal |
Robos Need Extended, Explosive Growth to Survive Digital investment advisors, the so-called "robo-advisors," were built to be low cost and highly scalable to attract millennial investors and disrupt the financial services industry. But their survival as standalone companies depends on maintaining aggressive growth over the next six years. |
The Motley Fool
May 9, 2007
Joe Magyer |
Stocks for Mom: The Mama Screen This year, get your Mom something that mirrors her love for you: a dividend-paying stock. Like Mom's love, a healthy dividend-paying stock is the gift that keeps on giving. |
Registered Rep.
October 1, 2005 |
Hedge Funds Set to Boil Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research. |
Investment Advisor
December 2007
Jeff Joseph |
130/30 Market May Open Up With a growing demand from investors and, so far, little competition from hedge fund managers, it appears the sky is the limit for traditional portfolio managers in the 130/30 space. |
InternetNews
July 14, 2004
Sean Michael Kerner |
MOM's Got a Brand New Look Microsoft's next version of its operations manager application (MOM) features new UI and more best practices built in. |
Investment Advisor
February 2010
Melanie Waddell |
Retirement Planning: Top Trends in Retirement Longevity risk takes center stage. Also on tap this year will be the likely approval by Congress of the auto IRA, which many small employers will be required to offer. |
Investment Advisor
September 2007
Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement News & Products Retirement news and products: Research by Cerulli Associates focuses on the "bookends" of the 401(k) market... Spectrem Group study found 34% of U.S. employers have reduced or eliminated matching contributions to defined contribution retirement plans... |
The Motley Fool
August 14, 2008
Zoe Van Schyndel |
ETF Investing on Autopilot Now ETFs are buying shares of other ETFs. |
On Wall Street
April 1, 2013
Margarida Correia |
Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients. |
Registered Rep.
August 28, 2002
David A. Gaffen |
Independent Advisors Squeezed in Downturn "Part of it is due to competitive pressures, but the bulk of problems they're experiencing are really due to what I call the price of independence, which doesn't show during a ten-year bull market." |
Investment Advisor
April 2006
Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Institutions Bypass Funds of Funds Increasingly, pension investments include direct allocations to hedge funds -- a long/short equity manager here, a couple of global macro managers there, or their current favorite -- multistrategy funds. |
The Motley Fool
May 9, 2007
Dan Caplinger |
Be the Best Mom Ever! Getting your kids to college isn't always easy. With competing priorities for your money, you can't save for everything. But if you aspire to be the Best Mom Ever, you should at least know your options. |
Financial Advisor
March 2012 |
So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business. |
Financial Advisor
November 2012 |
Inquiring Clients Want To Know About Annuities Senior analyst Donnie Ethier said Cerulli found a 15% year-over-year increase in the number of times financial advisors receive requests from their clients for annuities. |
Registered Rep.
February 7, 2012
Kristen French |
More Advisors Wearing Investment Management Hat Financial advisors at broker/dealers are increasingly taking the reins on their clients' fee-based accounts, according to a report out from Cerulli Associates today. |
Registered Rep.
February 1, 2005 |
2005's Compliance Prescription: Pain Almost 40% of investment executives say implementing systems is going to be the biggest headache in 2005. |
Financial Planning
February 1, 2010
Donna Mitchell |
More Money in Motion During the financial crisis, the majority of high-net-worth clients maintained accounts with at least two financial advisors, Boston-based Cerulli Associates said in a January report. |
Registered Rep.
December 20, 2012
Diana Britton |
Are Your Clients Cheating on You? Probably You may be in denial, but chances are, your clients are cheating on you. A recent report by Cerulli Associates found that 74 percent of investors own a direct investing account, but advisors believe it's much less. |
The Motley Fool
May 5, 2004
Mathew Emmert |
Building Mom's Real Estate Empire Moms typically go uncompensated for the services they provide. She could use some big piles of dough -- and I mean the banking kind, not the baking kind. Enter American Financial Realty Trust. Buying this stock will turn mom into the premier landlord of the banking industry. |
Financial Advisor
March 2012 |
Wirehouses Still King Of The Hill Despite headlines about breakaway brokers and the ascendency of the independent, fee-based advisory model, the Big Four wirehouses are still holding their own. |
Registered Rep.
June 1, 2012
Diana Britton |
Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years. |
Registered Rep.
July 30, 2012
Jerry Gleeson |
Failing at Succession? Cerulli Associates estimates that nearly 60 percent of advisors who are within five years of retiring expect to sell their business to an unidentified buyer. Five years is not enough time. |
