Bringing American Century Investment’s active strategies to exchange-traded funds, Edward Rosenberg says investors need to look beyond price and labels.
Commonwealth Financial Network has recruited Wisconsin-based Midwest Financial Group, a team with $186 million in client assets. The team joins from SII Investments, one of the broker/dealers in the National Planning Holdings network, which was recently acquired by LPL Financial. ...
Baird Adds $1 Billion Team In Alaska Baird's Private Wealth Management business recently added a team of advisors in Anchorage, Alaska who oversee about $1 billion in client assets. The group, called The Planning Group of the Northwest, includes financial advisors Margaret Price, Sarah Springer and Grant Shearer. They join from Wells Fargo Clearing Services. ...
Millennials Trust Their Own Stewardship More Than Others Millennials are more likely to rely on themselves to reach their financial goals, while older generations depend on outside sources, according to a new Merrill Edge report. Sixty-six percent of millennials cited their savings account as the top thing they’ll be able to rely on in 20 years, beating out their significant other and friends. ...
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