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Guggenheim’s Minerd sees defaults, recession ahead
Companies that have borrowed heavily will have a hard time as rates tick up, he says.
Federal Reserve hikes interest rates
Policy makers forecast more hikes than previously in 2019 and 2020, citing an improving economic outlook.
Jim Rogers says trade war is making him even more bearish
Veteran asset manager currently favors investments in Russia, China, Japan and Vietnam.
Future for RIAs bright and challenging
United Capital's Matt Brinker talks about the outlook for independent financial advisory firms.
Fifth Circuit Court ruling: point/counterpoint
Industry leaders weigh in on the ruling that changed the fate of the Labor Department's fiduciary rule.
GMO’s Grantham: No bubble yet, but keep your eyes open
Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.
Feds broaden investigation of Wells Fargo Advisors: WSJ
FBI agents have interviewed some wealth-management employees.
Social Security budget cuts lead to declining customer service
Telephone, in-person wait times soar as the demand for retirement benefits rises.
Billionaires donating to a Goldman charity unmasked by IRS error
The Goldman donor-advised fund is the fastest-growing charity in the U.S.
Marketing your practice with purpose
Effective marketing and communication strategies can make a difference when it comes to winning new clients.
Gundlach says 10-year Treasury above 3% would drive down stocks
Rising U.S. deficit and Fed tightening are putting upward pressure on the 10-year yield
Public employee retirement systems could face shortfalls as retirees outnumber workers
Governments will need to make up a funding gap caused by investment losses, inadequate contributions.
Money markets undergo sea change
Rates on Treasury bills, dollar Libor are at their highest level since 2008
BlackRock’s lowest-cost ETFs win almost half of U.S. inflows
Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs
Advice Alpha: Redefining Financial Guidance
Today’s advice and financial planning business is prospering. It enjoys revenue of almost $60 billion annually and is…
More 401(k) plans move away from revenue-sharing model
Plan sponsors are deciding that a per-head fee is fairer than revenue-sharing practices in which fees are based on assets
David Solomon named sole president at Goldman
Move positions him to succeed Lloyd Blankfein as firm's CEO
Bunching expenses is one way to recover benefits lost under tax reform
Taxpayers can either accelerate or defer deductible expenses so that more of them happen in one tax year
Firm grew with LGBT clients who had nowhere local to go
Specialty in charitable giving ideal when many clients have no heirs.
Redefining Financial Guidance: Advice Alpha
Today’s advice and financial planning business is prospering. It enjoys revenue of almost $60 billion annually and is…
