financial technology

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  Gold Bullion Comes to CAIS Alternative Trading Platform

  By Joyce Hanson, AdvisorOne  |  March 14, 2012

  CAIS' joint venture with Gold Bullion International gives advisors the opportunity to add physical precious metals to their clients’ investment portfolios.

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  IGSignals Launches Risk Management Tool for Mutual Fund Investing

  By Joyce Hanson, AdvisorOne  |  February 7, 2012

  IGSignals is designed to help mutual fund investors actively manage risk rather than stick with their traditional buy-and-hold strategies, says Investment Guidance Solutions CEO Phil Lussier.

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  New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon

  By Marlene Y. Satter, AdvisorOne  |  September 22, 2011

  This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.

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  Top Portfolio Products: AdvisorShares, Cousteau Develop ETF; Van Eck Introduces Closed-End Municipal Bond ETF

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2011

  New products introduced in July include a socially responsible ETF from AdvisorShares and a closed-end municipal bond ETF from Van Eck, as well as a guaranteed income annuity from New York Life and a China currency bond fund from Guinness Atkinson.