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The enduring popularity of ETFs is threatening to take market share away from separately managed accounts, according to the Financial Times. Increased volatility in stock markets in recent weeks has been a boon to some parts of the bond market as investors seek reassurance, Morningstar reports. These are among the investment must-reads we found this…

Summit Financial, a registered investment adviser based in Parsippany, NJ, and its backer Merchant Investment Management, have acquired a majority stake in the wealth management arm of Meeder Investment Management. Over the past few years, the Summit has been in decline, non-controlling interests in RIAbut this marks her first full purchase. Meeder Investment Management will…

(Bloomberg) — One of the primary tasks of investment professionals is risk management, and the list of potential minefields these days is long. From contentious elections around the globe to deadly wars in the Middle East and Ukraine, to economies at a crossroads following the most aggressive pace of central bank tightening in a generation,…

The number of financial advisors outsourcing the investment management arm of their businesses has grown dramatically over the past several decades. Assets managed by asset management programs in hand are inflated to about $853 billion by the end of 2022, up from $162 billion in 2010. The industry is expected to continue growing at an…

I was a big fan of Shannen Doherty, who is known for her roles in shows such as Beverly Hills, 90210 AND Fascinated. As one of three sisters ourselves, we couldn't wait to watch Charmed together when the episodes aired. I was saddened when she passed away after a long and courageous battle with breast…

A team based in Tempe, Ariz. with over $630 million in client assets is joining Commonwealth Financial Network from Osaic. Siblings Kim and Eric Krueger, who took over the firm from their father, run Krueger Financial Services with Tim Hill. The firm, which employs nine members of staff, provides financial advice to individuals and families,…

Travis Alexander, a financial advisor based in Long Beach, Calif., has left Raymond James Financial Services to launch his own registered investment advisor, Crux Wealth Advisors, starting with $1 billion in client assets. Alexander previously led one of the top 10 branches within Raymond James' independent contractor unit based on trailing 12-month revenue. He grew…

We, as humans, are a fickle lot. We strive to be happy and healthy, and we usually understand what activities and habits can get us there, but when push comes to shove, our actions aren't very coherent. It's exactly why “do as I say, not as I do” is an idiom that everyone understands. There…

The enduring popularity of ETFs is threatening to take market share away from separately managed accounts, according to the Financial Times. Increased volatility in stock markets in recent weeks has been a boon to some parts of the bond market as investors seek reassurance, Morningstar reports. These are among the investment must-reads we found this…