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Fidelity Makes Block Orders Easier on WealthCentral

RIA customers can also receive alerts on short-term redemption fees.

The Hartford Raises Mid-Market Plan Profile

Following three key acquisitions in 2008 to target mid-market retirement savings plans, the insurance giant has hired Denise Diana from Transamerica.

Schwab's Trading Volume Sinks

Hampered by less activity and investor wariness, Charles Schwab Corp. announced Friday that its trading volume fell in July from a year earlier.

ETFs Assets Climb After July Rally

The universe of 917 ETFs had $822 billion in outstanding assets as of July 31, according to State Street Global Advisors.

Wells' Private Bank Binds Clients with Elder Service

Is there a banker in the house? Wells has 220, and counting, at the ready to provide outstanding, personal service to its older clientele.

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Articles

Taking Hands Off the Paper Jam

Fund giants continue trudging on the paper treadmill.

SEC Votes to Propose Revamp of 12b-1 Fees

Long-contested issue finally meets the SEC impasse. But industry insiders say they're ready to fight.

Advisers March to the Social Media Beat

Advisers March to the Social Media Beat

Crisis Aftershocks Compel Recalibrations at Advisors

BOSTON -- Boom and busts in the financial markets are nothing new. However, the landscape emerging in the aftermath of the crisis of 2008 is far different from anything asset management executives have seen before. Be nimble, be quick and be ready to answer to discerning investors-institutional and retail. "There have been four standard deviation events in the past 10 years, not least of which was the $15 trillion that was wiped out [in the Great Recession] and the $2 trillion deficit facing pension funds. Nevertheless, you've been there before," said Neeraj Sahai, Citi's Global Head of Securities and Fund Services, at NICSA's General Membership Meeting here on May 20.

Platform Offers Hedge Expertise to Advisers

Two veterans of the hedge fund world are touting a product they say lets advisers focus less on investment decision-making and more on business development and client service. The Hedgeable Advisory Platform, from Hedgeable.com, aims to solve what the company's chief executive officer calls the biggest problem portfolio managers face: what to buy and sell, and when. "People have been burned over the last 10 years," said Michael Kane, who co-founded the New York company with his brother, Matthew Kane. "People are lost, and they want to [find] a new way of managing money."

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