Navigating the regulatory landscape and keeping an eye on issues that may impact RIAs and their clients is my job. So it was very encouraging to see the dozens of advisors who took time away from their jobs to participate in the Investment Adviser Association’s (IAA) annual Lobbying Day on June 4.
Read MoreThe idea that financial markets will go into another freefall like the one that hit in 2008 has never been entirely left behind by many investors. It's one of the reasons a lot of them missed the current stock rally and stuck with bonds.
Read MoreI was recently at the annual Tiburon CEO Summit in New York, a sort of United Nations gathering of finance executives. Given how often these CEOs seemed to be checking their smartphones, I began to wonder what tools and apps they favored.
Read MoreWill zombies own the road ahead for financial markets or can the global economy sustain itself without central bank transfusions? That's the question posed by Pimco's cerebral chief executive officer Mohamed El-Erian in a new report that suggests the economy is still haunted by the legacy of the last crash and spoiled by the easy money that has been pumped into it since.
Read MoreThe WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors' views on the U.S. economy and the stock market, fell by 6.7 percent in April, a steep reversal after five months of increasing optimism.
Read MoreIn a highly regulated and competitive market, how do you stand out? Its about your brand, David Avrin, the Visibility Coach, told advisors at Fidelitys Inside Track conference in New York City on Thursday.
Read MoreDysfunction in Washington is the top concern for wealthy investors, trumping fears about their ability to retire and the economy overall.
Read MoreNow that Washington has talked American investors down from the fiscal cliff, what will be the market's next obsession? And how might people invest for a new normal where tax rates have been decided, but everything from worldwide growth to the fate of Europe's economy remains in flux?
Read More