investments

• 

  The full-service fiduciary

  By Ryan Kus  |  May 17, 2013

  Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?

• 

  Wirehouses, B-Ds generating net flows from fee accounts

  By Warren S. Hersch  |  April 12, 2013

  The report reveals that packaged fee-account programs have gathered $1.9 trillion, up 2,000% since 1992 and 20% since 2006. Wirehouses have consistently held over two-thirds of the packaged fee-accounts market, but have decreased 12% since 2005 to 56%.

• 

  Going to extremes with VelocityShares

  By Tom Nawrocki  |  April 12, 2013

  Investing in VelocityShares could cause you to strike it rich ... or lose your shirt.

• 

  BMO ETFs lead Canadian ETFs in new assets

  By Warren S. Hersch  |  January 25, 2013

  BMO led the Canadian ETF industry in new assets for the second consecutive year in 2012.

• 

  Household investable assets top $28 trillion

  By Warren S. Hersch  |  January 4, 2013

  A new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.

• 

  Good year expected for North American stocks

  By Warren S. Hersch  |  January 2, 2013

  BMO Financial anticipates another positive stock performance in 2013, with the U.S. setting the tone.

• 

  LIMRA: just 1 in 6 consumers familiar with target-date funds

  By Warren S. Hersch  |  November 14, 2012

  The survey also found that fewer women than men were likely to say they were familiar with TDFs.

• 

  Survey: more people cite public equities as favorite asset class for investing

  By Warren S. Hersch  |  October 30, 2012

  More people this year than in 2011 cite public equities as their favorite investment by asset class because of healthy returns on the vehicles, according to new research.

• Life and death, risk and investment, and surviving the Chicago Marathon

  By Staff Writer  |  October 10, 2012

  What the Windy City's 26.2-mile course can tell you about business.

• 

  Tacticality

  By Richard Hoe, ChFC, CLU, AEP  |  September 13, 2012

  Buy-and-hold investing giving you disappointing returns? A more tactical approach might be necessary.