Investors flocked to stable value funds in an effort to smooth volatility experienced in August, apparently seeing them as a higher-yielding alternative to money markets.
Generation Y investors are conservative investors and invest more like their Baby Boomer parents, despite their long-term time horizon, according to the MFS Investing Sentiment Survey.
While financial advisors agree that client referrals are critical to a firms growth, nearly half say theyve asked only a small percentage of their clients for a referral, according to an SEI Quick Poll released Monday.
On the same day Phyllis Borzi, DOL Assistant Secretary for Employee Benefits Security Administration, testified before Congress, Dale Brown, president and CEO of the Financial Services Institute, released a blunt statement on the DOL's proposed fiduciary rule, calling it troubling that we have reached this point in the process, and...
With negotiators on both sides of the aisle locked in what appears to be a free-for-all, caged death match with political opponents and their own bases, U.S. News & World Reports Philip Moeller points to key issues on which advisors and retirees should focus in the debate over the nations...