- Market strategist says Dow rally lacks and#8216;real' momentum February 22, 2012
- Pimco to drop out of securities industry group: Sources February 22, 2012Powerful fund firm said to be angered by AFS' stance on mortgage settlement
- GOP or Dem president best for stocks? It's not even close February 22, 2012Investors have fared far better under Democratic administrations; cause-and-effect or coincidence?
- Munis still a 'danger zone,' warns Whitney February 22, 2012State and local governments not nearly out of the woods, analyst says
- White-hot bond fund going dark to new investors February 22, 2012RiverNorth Capital Management set to lock buyers out of its strategic-income fund; DoubleLine connection a big draw
- Romney aims to wield ax on max tax February 22, 2012Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth
- Christie to Buffett: 'Write a check and shut up' February 22, 2012New Jersey governor blasts the Oracle for suggestion that rich should pay more taxes
- Better employment picture could be a negative for stocks February 22, 2012Tightening job market will make it harder for companies to keep a lid on wages; there go the record profit margins
- Grubb and Ellis goes bust, sells assets to brokerage February 21, 2012Besieged real estate company declares Chapter 11; BGC Partners picks up the pieces
- Advisers blind to threat of direct investing, survey shows February 21, 2012Mostly unaware of money clients put into direct accounts; 'market is bigger than many people recognize'
- Financial to-do list for single parents February 21, 2012
- CEO rips GOP, Dems for fiscal irresponsibility February 21, 2012In a speech delivered to a group of private investors on Feb. 15, Robert Rodriguez, managing partner and CEO of First Pacific Advisors, warned of ongoing market instability if the federal government doesn't make “credible and material fiscal reforms” by the end of 2013.
- Missed the BofA rally? There's still time, says investment exec February 21, 2012Brown says bank's stock still undervalued when compared to earnings potential
- Pensco pulls off 'game changer' of an acquisition February 21, 2012Purchasing IRA business of Lincoln Trust; larger custodians dumping nontraditional investments
- Legendary Graham disciple and#8212; and Buffett favorite and#8212; dead at 95 February 21, 2012Leukemia claims life of Walter Schloss: investments generated 16% annual return over 47-year period
- Munch on this: 'The Scream' could fetch $80M February 21, 2012Masterpiece to go on sale this May; three other versions all in museums
- 'Ideal' conditions for stocks and#8212; but investors won't take the plunge February 21, 2012Investors continue to yank money from equity mutual funds, piling the cash into Treasuries and CDs. Their reward? Puny returns. Meanwhile, stock investors are making out just fine.
- 65: A speed limit, not a milepost February 20, 2012Increased longevity and the Great Recession are making Baby Boomers reassess the normal retirement age
- Gold bulls expand as billionaire Paulson says buy February 20, 2012Gold traders are getting more bullish after billionaire hedge-fund manager John Paulson told investors it’s time to buy the metal as protection against inflation caused by government spending.
- Greece moves toward second bailout as default spooks Europe February 20, 2012European governments moved toward a second rescue of Greece, calculating that the 130 billion-euro ($172 billion) cost of a fresh bailout is a price worth paying to prevent a default that could shatter the euro area.
- Longevity insurance promising - but higher rates would help February 19, 2012
- For CPAs, it's revenge of the nerds February 19, 2012
- Americans need a dose of self-discipline February 19, 2012
- Whitney Houston: Estate planning lesson in a sad, untimely death February 19, 2012The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy clients properly fund the trusts that they have set up for their heirs and that they update estate documents every few years.
- Succession plans are new recruiting tool February 19, 2012
- For succession to be success, advisers must face their fears February 19, 2012
- Why longevity insurance is a good solution February 19, 2012
- Markets hang in, despite Greek woes February 19, 2012
- What lurks in the president's budget February 19, 2012
- A lesson from an adviser cybervictim February 19, 2012
- Separately managed accounts: What drove the 4Q markets February 19, 2012
- RJ says that RIA custody is a 'strategic imperative' February 19, 2012
- SEC seeks more examiners, but SRO idea still looming February 19, 2012
- Envestnet to buy Tamarac February 19, 2012
- TIC investments come back to bite February 19, 2012
- Columbia exec jumps to Fidelity February 19, 2012
- Nontraded REIT files for initial public offering February 19, 2012
- Getting a look under the fixed-income ETF hood February 19, 2012
- Fidelity takes a global approach to dividends February 19, 2012
- Obama to the rich: Time to ante up February 19, 2012
- How much emerging-market exposure should your clients have? February 17, 2012A growing number of individual investors are seeking returns from emerging markets, with China and the Brazil at the top of the list.
- UBS goes after team that hitched up with Wells February 17, 2012Company claims that the pair downloaded proprietary client info before exiting; computer scrubbing ahead?
- Ex-broker charged with litany of offenses and#8212; including fleecing church February 17, 2012Police claims James Scott McKee stole $584K from three investor; Finra alleges rep deceived clients for more than five years
- Why practice management should be a continuing-education requirement February 17, 2012Several recent industry studies have found that advisers spend anywhere from 50% to 70% of their time actively managing and attempting to grow their practices, leaving precious little time to actually work with clients.
- New cost basis rules could be basis for 'unhappy' clients February 17, 2012Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers
- Court to Wells: Pay ex-reps $1.1M February 17, 2012Advisory unit loses latest appeal of raiding case stemming from brokers' move to Stifel in 2008; ordered to pay lawyers' fees
- Another snafu in DOL's plan to update fiduciary standard February 17, 2012Letter sent to industry groups gave some one day to provide requested information; short notice
- Natural resources a natural selection for investors February 17, 2012Evolving world has fewer raw materials, but more demand; time to pounce, fund manager says
- Commodities are now mainstream: Survey February 17, 2012With a a third of broker reps and indie advisers allocating to precious metals, commodities are now mainstream
- INsider: Tax hike arguments based on iffy math February 17, 2012Calculating how much money would have been raised if rates were higher is weird science, at best
- SEC seeks more examiners, but SRO idea still looming February 19, 2012Although unlikely to emerge from Congress intact, the budget proposal released last week by the Obama administration would allow the Securities and Exchange Commission to add hundreds of RIA examiners.
- For CPAs, it's revenge of the nerds February 19, 2012Make way for the nerds.
- Whitney Houston: Estate planning lesson in a sad, untimely death February 19, 2012The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy clients properly fund the trusts that they have set up for their heirs and that they update estate documents every few years.
- Getting a look under the fixed-income ETF hood February 19, 2012Amid the growing popularity of exchange-traded funds that invest in bonds, financial advisers should be aware of the potential problems and pitfalls associated with the products.
- Markets hang in, despite Greek woes February 19, 2012The global financial markets dodged another bullet last week when the floundering Greek economy once again managed to avoid the kind of implosion that some observers said is inevitable.
- RJ says that RIA custody is a 'strategic imperative' February 19, 2012Will Raymond James be able to cut off a bigger slice of the custodial pie?
- Succession plans are new recruiting tool February 19, 2012Advisory firms that lack a succession plan may jeopardize their chances to recruit the best young talent, according to some industry experts.
- Columbia exec jumps to Fidelity February 19, 2012Mike Jones, president of U.S. asset management at Columbia Management Investment Advisers LLC, has left the firm to become the chief executive of Pyramis Global Advisors, the institutional investment arm of Fidelity Investments.
- Nontraded REIT files for initial public offering February 19, 2012In a rarity, a nontraded real estate investment trust is preparing for an initial public offering after only four years as a private REIT.
- Longevity insurance promising - but higher rates would help February 19, 2012The Treasury Department and the Internal Revenue Service like it, as do many estate-planning experts.
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