Despite criticism by some in the financial services industry, the Securities and Exchange Commission's proposals for reforming the credit rating agencies deserve a grade of B+.
More and more financial advisers are likely to be confronted with client demands for the divestiture from their portfolios of the stocks of companies that fail some moral screen.
If there were a color-coded advisory system for fiduciaries, it now would stand at yellow, flashing “elevated risk.”
The past decade, the first for <i>InvestmentNews</i>, has been a traumatic one for investors.
In the early 1990s, when I was in London, I ran across a weekly trade newspaper titled Money Marketing, aimed at British investment advisers.
A mantra of tax-efficient investing is to harvest capital losses and defer all gains.
Fix the dollar, and a lot of other problems will disappear — or at least be eased.
What a time to be tightening the Securities and Exchange Commission's budget.
Has anyone noticed that the financial advisory industry is shrinking?
What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?
What this country needs is a presidential candidate who understands and cares about economics.
The House of Representatives is trying to cripple the experiment with health savings accounts by burdening it with extra layers of bureaucracy.
If there is a silver lining to the bursting of the real estate bubble, the weak economy and the attendant bear market, it may be that the great mass of baby boomers still 10 or more years from retirement might be scared into saving more for retirement while they still have time.
This year's proxy season could be a pivotal one in the battle for improved corporate governance.
On March 31, Treasury Secretary Henry Paulson released the Treasury's "Blueprint for a Modernized Financial Regulatory Structure."
