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| Advisers doubt active managers' ability to outperform Financial Reporter Nearly one in three investment advisers are not confident active fund managers can consistently outperform indices over five years, research by housing investment and shared equity mortgage provider Castle Trust shows. The nationwide study found 30% of ... See all stories on this topic » | ||
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| All in the family as RIAs step up to buy other RIAs InvestmentNews One of the biggest shifts in the deal environment for registered investment advisers is large RIA firms becoming "serial buyers" of other RIAs, a trend that is expected to continue, according to Pershing Advisor Solutions LLC. Serial buyers are those ... See all stories on this topic » | ||
| The FCA will never trump the FSA's incompetence FT Adviser But it is Martin Wheatley who will have most bearing on the business lives of investment advisers. He has, of course, been doing the rounds and he even said some reassuring things about advice and advisers. It is significant just how much store he is ... See all stories on this topic » | ||
| Wanting More Control, Investors Turn to Self-Directed Options Credit Union Times The migration from investment advisers may be the result of a new type of investor. According to a new report from Celent, the self-directed market grew 5% last year. By 2014, active investors and active traders will make up 43% and 6% of the total U.S ... See all stories on this topic » | ||
| Financial services update, vol. 8, number 14 Lexology (registration) Last week David Blass, Chief Counsel, Division of Trading and Markets, SEC, discussed when investment advisers to private funds (private equity funds and hedge funds) could be viewed as engaging in activities that require them to register as broker ... See all stories on this topic » | ||
| More advisers staying in touch with clients by tweeting InvestmentNews More financial advisers are jumping onto Twitter and using social-networking platforms to communicate news and information with clients, according to a new survey from American Century Investments. About 34% of advisers now have Twitter accounts, ... See all stories on this topic » | ||
| Ultimus hires mutual fund exec Carson from Huntington Business Courier of Cincinnati (blog) Ultimus launched a series trust last year as a vehicle for investment advisers to start mutual funds without some of the costs. Those advisers haven't run mutual funds before. "We needed someone other than me to educate these advisers," Dorsey said ... See all stories on this topic » | ||
| L&G fires in tracker fund price battle Financial Times Legal & General Investments has cut charges on a number of its index funds by up to a quarter as part of an effort to respond to growing interest among UK financial advisers in passive investment strategies. "Interest in passive investing in the UK has ... See all stories on this topic » |
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