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Investing to sustain innovation
It's possible to invest directly in the individuals and communities that make creative enterprises possible.
CFP Board issues white paper on increasing diversity in financial planning
Less than 3.5% of the 80,000 certified financial planners in the United States in 2017 were black or Latino.
DOL proposes rule to broaden retirement plan coverage
But the proposal doesn't create "open MEPs," as many in the industry had been hoping.
UBS loses $20 million arbitration award over Puerto Rico investments
Award is the largest penalty for UBS involving the Caribbean island to date.
Goldman moves digital bank to wealth unit
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients.
Is the endowment model relevant for individual investors?
Endowments' use of alternatives could become more attractive to individuals given the returns expected on both stocks and bonds.
Best- and worst-performing international funds
EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)**…
IRS unveils rules for capital gains tax breaks in so-called opportunity zones
Mnuchin says benefit could be a $100 billion investment opportunity for real estate and businesses in distressed areas.
What’s really in your makeup and toothpaste? There are apps for that
Think Dirty and others scan the ingredients on a lipstick or shampoo label and assess whether they're safe.
Paul Allen’s $26 billion estate could take years to unravel
Microsoft co-founder's holdings akin to 'a major corporation.'
LPL and Independent Financial Partners lose $10 billion retirement group
Departure by Retirement Benefits Group comes on the heels of IFP's decision to start up its own broker-dealer.
New ETF team at Bank of America picks funds
Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.
Investors increasingly bearish on global growth
Survey of fund managers shows high level of bearishness.
Captrust acquires $1.4 billion wealth shop
The purchase of FCE Group continues Captrust's strategy of boosting its wealth management business.
ETF investors are rewriting the rules on hedging risk
Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.
Providing incentives for annuities within retirement plans
To mature into a strong safety net, plans need to be able to deliver guaranteed lifetime income.
Earnings fail to rescue equity bulls
Even companies that posted better-than-expected results have underperformed.
Social Security COLA for 2019 will be 2.8 percent
It's the largest annual cost-of-living increase in benefits since 2012.
What can go wrong when stocks and bonds fall together
Correlated move by the two markets may signal more problems to come.
Market forecasters dissect the sell-off
Stocks slide follows a very subdued third quarter
