News

IMHO: Storm Surge

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Advisers Should Leverage Sales Assistants

Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.

S&P Announces Housing ETFs

Standard&Poor's has licensed MacroMarkets LLC to launch exchange-listed products based on the S&P /Case-Shiller Home Price Indices.

UMAs Need More Standardization

New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.

Advisers Crucial to QDIA Selection

Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).

'Pop' Charting

You may still be trying to figure out where Senator Barack Obama stands on the Russian invasion of Georgia.