RIAs

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  Week’s Top Portfolio Products: Altegris’ New RIA Shares; State Street’s Actively Managed ETFs

  By Marlene Y. Satter  |  April 30, 2012

  iShares creates new suite of corporate-bond ETFs; new ETF out from Market Vectors.

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  JPMorgan Cracks Top 10 as Fund Manager, Thanks to Advisors

  By John Sullivan, Advisorone  |  March 13, 2012

  A sea change may be occurring in the $12 trillion asset management space, as JPMorgan Chase in February became the first bank to crack the top 10 list of the largest U.S. stock and bond funds.

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  Advisors’ Priority List—How They Get It All Done

  By Marc Zeitoun, CFA, Rydex|SGI  |  February 9, 2012

  Rydex|SGI AdvisorBenchmaking's latest report shows the many demands on advisors’ time and how they manage it as well as the mix of services they offer.

• While Nero Fiddled…

  By James J. Green, AdvisorOne  |  August 24, 2011

  Regardless of your political persuasion, you’re probably a little unhappy at the moment (the moment being Aug. 9).

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  Dodd-Frank and Advisors: Where Things Stand on an SRO for Advisors

  By Bob Clark, AdvisorOne  |  July 20, 2011

  The devil is in the details on implementing Dodd-Frank, as seen in the debate over an SRO for advisors.

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  Fidelity Ultra-HNW Program Nears $2 Billion in Assets

  By Marlene Y. Satter  |  May 5, 2011

  Fidelity Investments announced Thursday that its new program for RIAs with ultra-high-net-worth (UHNW) clients had, in only six months of existence, already reached nearly $2 billion in assets.

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  The Problem Isn't With RIAs: Why a Fiduciary Standard for Brokers Makes Sense

  By Bob Clark, AdvisorOne  |  March 29, 2011

  If the problem were with RIAs, we’d be changing the laws governing RIAs to be more like the laws governing brokers. But we’re not.

• Using Bond Ladders to Stave Off a Corporate Bond Bubble

  By Melanie Waddell, AdvisorOne  |  November 1, 2010

  We recognize the growth in the RIA space and we have been examining how we could expand that platform and reach them in a more meaningful way.

• RBC Advisor Services Appoints Christian Wid?n Senior Vice President

  By John Sullivan, Advisorone  |  August 17, 2010

  RBC Advisor Services continues to expand. The custody, brokerage and wealth management provider for RIAs announced that Christian Wid?n has joined the firm as a senior vice president.

• 2010 Top Wealth Managers: The Regulatory Breeze From Washington

  By Kathleen McBride, AdvisorOne  |  July 12, 2010

  Regulatory uncertainty was often cited as one of "three most critical risks to your firm" by the RIAs who participated in Wealth Manager's 2010 Top Wealth Managers annual survey.