Wednesday, June 25, 2014

Fw: Get With It, RIAs! 'Generation Now' Is Here

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From: ThinkAdvisor Inside Wealth Management <admin@enews.sbmedianews.com>
Date: Wed, 25 Jun 2014 11:30:00 -0400
To: <mainandwall@comcast.net>
ReplyTo: admin@enews.sbmedianews.com
Subject: Get With It, RIAs! 'Generation Now' Is Here

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Inside Wealth Management - ThinkAdvisor
 

The Lead

June 25, 2014
RIAs, Get With It: Here Comes ‘Generation Now’

Controlling $3.5 trillion in investable assets, the next generation of investors is looking for something different from their advisors, says Schwab’s Bernie Clark. Read more

Featured News

Do Alternatives Really Boost Portfolio Performance?

Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers. Read more

Hedge Fund Investors Not Chasing High Returns

Institutional investors in hedge funds are more concerned with, well, hedging against volatility in the rest of their portfolio, Preqin found. Read more

Using Foreign Stocks to Dampen Risk

Louis Kokernak says the relatively low correlation of global stocks with the U.S. market drives down risk for clients. Read more

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IRS Tweaks Offshore Account Rules to Prod Tax Cheats to Pay Up

IRS expands its program to encourage the millions of Americans who have cheated on their taxes with offshore accounts to come forward. Read more

Featured Commentary

SEC Wants to Give Everyone a Chance to Be a Bond Trader

By Matt Levine

What's the more important job for the SEC: optimizing market efficiency and stability or protecting retail investors? Read more

   

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