investment solutions

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  Top 7 Tips for Advisors to Create Best Retirement Plans

  By Joyce Hanson, AdvisorOne  |  February 29, 2012

  ‘Average’ DC plans often have insufficient participation, low savings rates, murky fee disclosure and too many investment options. Here's how to beat the odds by improving a retirement plan.

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  Angeles Investment Advisors, Carson Wealth’s Foster Launch HNW RIA

  By Joyce Hanson, AdvisorOne  |  February 8, 2012

  The new RIA plans to grow by hiring breakaway brokers “looking to build upon an exceptional brand.”

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  S&P Moves Least in 41 Years

  By Marlene Y. Satter, AdvisorOne  |  December 27, 2011

  The S&P 500 has gained 0.6% for the year as 2011 winds down. A 3.7% increase last week helped that rate of change, the smallest for the index since 1970–thanks to stock swings that reached twice the five-decade average.

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  New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.

• Guggenheim Absorbs Rydex

  By Ronald Delegge, ETFguide.com  |  October 26, 2011

  Guggenheim Partners is folding rydex SGI into its ETF asset management group. Combined together, the firm will have approximately $119 billion under management.

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  Envestnet Launches Weekly Market Calls for Advisors

  By James J. Green, AdvisorOne  |  September 27, 2011

  “Market Morning” conference calls will provide access to Envestnet, outside experts.

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  Schwab’s Clark on Franchises and RIA Competition, Breakaway Brokers

  By James J. Green, AdvisorOne  |  September 19, 2011

  Head of Schwab Advisor Services says new franchise operation will provide only 'same amount of competition as existing branches.'

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  Chase Private Client to Open 7 NYC Offices for Affluent Clients

  By Joyce Hanson, AdvisorOne  |  September 15, 2011

  Seven Chase Private Client offices will open in New York City this month as JPMorgan Chase & Co. combines the services of Chase retail banking with J.P. Morgan investments for affluent customers.

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  Carlyle Group Buys Minority Stake in Avalon Advisors

  By Joyce Hanson, AdvisorOne  |  August 31, 2011

  The Carlyle Group, one of the world’s largest private equity firms, has made a minority investment in Avalon Advisors, a Houston-based wealth advisor and asset manager with nearly $4 billion in assets under management.

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  New Hires Roundup: BondDesk Adds Bang; JHS Capital Gains Maguire Investments; Kern Is President of Advisor Partners

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

  This week in new hires, Curley goes to Genworth; Goldman, Gendreau join Cetera; Polk adds Crandall; Herrera goes to AUL.