Appreciating assets will lead to respectable growth rates and a reduction in unemployment, Pimco chief said in monthly outlook.
Transparency a minor issue, says RevenueShares' Vince Lowry
Three advisers who produced $1.8 million joined RBC in Leawood, Kan.; one cites retirement of Danny Ludeman, former head of Wells Fargo Advisors, as contributing to move.
<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.
<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.
<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.
Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &mdash; and maybe a opportunities &mdash; linked to the turmoil.
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
The fastest-growing and most profitable firms often take unconventional approaches to their business models. <i>To see how your firm stacks up, <a href="http://www.investmentnews.com/2014fp">take part in this year's study</a>.</i>
Lazard Ltd., the largest independent financial-advisory firm, reported a surge in first-quarter profit that beat analysts' estimates as revenue from advising on mergers doubled.
Cypress Group joins a growing practice with roots in financial planning for doctors, entertainment industry nonprofits. <i>Plus: <a href="http://data.investmentnews.com/aotm/" target="_blank">See who else is switching firms</a>.</i>
Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.
They're even interested in international stocks, survey finds.
Moving money from one record keeper to another so hard that some clients give up and stay put.
Both positive and negative reviews must be posted, commission says
Industry vet says the future lies in retail, with baby boomers retiring and workers being moved to defined contribution plans away from pensions.
After the government began delivering welfare benefits electronically, burglary, larceny and assault all fell. Some academics argue that reducing the use of cash further would cut street crime even more.
Where do the top advisers make the most in annual production at independent broker-dealer firms? Find out which firms came out on top in the <a href="http://www.investmentnews.com/section/specialreport/20140427/2014IBD">latest IBD special report</a>.
The conventional wisdom is to move out of bonds, but a strategy to diversify the income-producing assets in your portfolio may be a better bet.
