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Wells Fargo rep managing $500 million in Denver joins firm’s RIA channel
Mattern Capital Management will custody with First Clearing, the operations arm of Wells Fargo.
The true cost of passive investing
Investors need an active money manager for one simple reason: to protect them from themselves
WisdomTree said to have explored sale to JPMorgan Chase
Discussions ended in December because the parties couldn't agree on a price.
How continuing disruption drives sustained success
Even if your entire firm doesn't need renovating, you can still improve segments of it.
Stock pickers are excited as passive funds shed $16 billion
Investors are moving out of ETFs to buy single stocks, with active bets seen as the key to outperformance.
Fidelity adds bond, multi-asset choices to model portfolios
These are the first models to include exchange-traded funds.
Trump ‘open to talking about’ revisions on SALT cap
The cap is a key revenue raiser in the $1.5 trillion tax-code overhaul.
Finra bars rep fired by Merrill Lynch over improper fund sales
Bhenoy Dembla entered fictitious trades to circumvent Class B sales limits.
Genworth diverts $327 million to shore up long-term-care insurance
Firm also raised premiums an average 53% last year through the third quarter for some policyholders.
Finra exams to probe compliance with elder abuse rules
Executive said agency will check on systems and processes firms have in place, and gather information about how rules can be improved.
Why muni bond dealers welcome the tax-the-rich push
State and local government bonds tend to outperform when taxes are rising.
An update on the 4% rule
Extending Bengen's research on the proper rate at which to draw down retirement assets using 25 more years of data shows the rule can still work.
Planning potholes and banana peels
Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.
Cryptocurrency executive dies; takes access codes with him
The online startup can't retrieve about $145 million held in digital 'wallets' for its customers.
<i>InvestmentNews</i> Innovation Summit will gather financial advice industry’s most notable icons and innovators, led by event chairman, Joe Duran
Media Contact: Liz Skinner, InvestmentNews Special Projects Editor Email: [email protected] Phone: 301-641-6788 On April 17, 2019…
Hanson McClain acquires $235 million HBP Retirement
Napa, Calif.-based RIA expands firm's footprint in Bay Area.
LPL reports record recruiting year
Indie B-D recruited $27.3 billion in brokerage and advisory assets in 2018, at the same time the firm was experiencing big shake-ups in its operations.
Hedge fund creates the ultimate tax-free IRA for employees
Renaissance Technologies workers have seen their Roth IRA holdings in its Medallion Fund grow eight-fold in five years.
Should we treat the super-rich as our piggy bank?
Consider what happens if we simply invest in programs to benefit the non-rich.
Bond titan blasts 'misguided’ bet that Fed hikes are over
Franklin Templeton's Sonal Desai sees two more rate hikes this year, citing the U.S. economy's continued strength.
