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D.A. Davidson expands with hires from Merrill Lynch
Boutique firm has recruited eight financial advisers in the past two months, including four from Merrill Lynch.
Stocks sell off on escalating trade jitters
Market trims losses after National Trade Council director Peter Navarro calms concerns about a trade war.
Municipal bonds once seen as the safest are now tarnished
Bonds backed by revenue streams such as taxes or tolls are starting to see downgrades from the rating agencies
Why the super wealthy may want to fund life insurance with a loan
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
Wells Fargo team managing $150 million moves to Snowden Lane
Hybrid Hogan Eller Wealth Management in San Antonio, Texas, affiliates with New York firm.
Sallie Krawcheck wants women to take control of their money
The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do.
Lessons 401(k) advisers learned from the DOL fiduciary rule saga
The rule regulated what was already happening within the defined-contribution industry anyway.
Where to find women financial adviser candidates
Plancorp looks beyond financial degrees to recruit females with broad experience.
Younger millionaires want advice on cryptocurrency
More than 70% of those under 40 want their wealth managers to discuss the subject.
Trump administration will let small businesses offer cheaper health plans
Association health plans would lack some of the protections required under Obamacare.
BlackRock to close 16 smart-beta, multifactor ETFs
Closures occur as the company puts more emphasis on factor investing.
401(k) fund fees continue to fall
Equity and bond fund fees down more than 45% from the early 2000s.
401(k) advisory firms creating in-house financial wellness programs
Clear benefits for advisory firms, but some think advisers may be ill-equipped to deliver financial wellness and see potential conflict.
Enough talking about diversity and inclusion — it’s time for action
We treat diversity in the financial services industry as something that's 'nice-to-have,' but we owe our investors more.
Homeowners looking to dodge property tax caps turn to Alaskan trusts
Strategy involves a limited liability company and non-grantor trusts set up in a no-tax state.
Driverless cars may cut traffic jams, but not insurance premiums
A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.
Wealth managers, stop cutting those fees
Firms should invest instead in advanced analytics to provide more personalized service, report argues.
BlackRock, Wells Fargo reportedly preparing ESG funds for 401(k) plans
Both companies are said to be developing target-date funds with this focus.
DoubleLine Capital’s Gundlach says current debt expansion amid rising interest rates ‘unprecedented’
Tax cuts and increased federal spending now could raise U.S. deficit to 125% of GDP by 2030.
Labor Department partners with two life insurers on abandoned plans
Will try to determine whether more than 2,000 retirement plans are abandoned.
