Focus Financial Partners Inc. announced that Loring Ward Holdings has agreed to merge with Focus partner firm, The Buckingham Family of Financial...
Turnkey asset management platforms are gaining ground with a broad spectrum of financial advisors, from industry veterans to Gen X technophiles. Why?
An experienced high-level CIO (chief investment officer) can cost $250,000 to $500,000 per year.
Investors poured almost $1B into Fidelity Investments’ two zero-fee index funds in their first month of operation.
Many actively managed mutual funds operate with “black box” strategies that give investors little information about how the managers pick stocks.
Kern McPherson joined Glass Lewis in 2009 and currently leads the North American research teams covering corporate governance, executive compensation
Two weeks ago I published a list of 17 mutual funds whose managers have been at the helm for 10 years, outperforming the S&P 500's...
