Displaying 212 results
Envestnet | Tamarac to update its integrated platform for RIAs
New version of Advisor Xi scheduled for launch this spring.
Markets brace for Sunday’s Crimea vote
Friday's menu: Already on edge, investors brace for Sunday's vote in Crimea. And will sanctions against Russia even work? Plus: riding the storm out by staying invested, going long in emerging markets and taking a fresh look at copper. Oh, btw, it's jellybean Friday.
Obama’s budget: What advisers need to know
SEC would get funding boost; limits placed on retirement-savings tax breaks for wealthy.
Schorsch’s American Realty Capital Properties merges with Cole Real Estate Investments
Deal finalized, creating the largest net lease REIT with an enterprise value of $21.5 billion.
Finra advisory group could accelerate regulator’s move toward ‘best-interests’ regime
Bringing the investor's perspective to Finra's work will add momentum to its tendency to promote the best-interests standard for investment advice.
Targeting CPAs for referrals requires careful approach
It's as much give as take in these valuable relationships.
JPMorgan’s Madoff missteps
Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.
Say what? Most Americans feel like they’ve missed the market’s historic bull run
Breakfast with Benjamin: Why most Americans feel they've missed the market's historic bull run. Plus: Warren E. Buffett offers retirement advice, playing defense with luxury goods, Candy Crush at $21 a share, comparing QE to the telegraph, and Ackman's never-ending obsession with Herbalife
Investors go berserk over Bitcoin trading platform
Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right
Morgan Stanley hits key growth target in 4Q as pretax profit margin reaches 20%
As Morgan Stanley chief executive James Gorman sets a new profit margin target for the firm's wealth management unit, executives will be looking to advisers to capitalize on new opportunities, such as lending to high-net-worth clients, an area where the firm lags.
Institutional investors moving more cash to diversified strategies
Friday's Breakfast with Benjamin featuring what big investors are doing with their cash. Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin.
Bull market lifts average 401(k) balance above $89K
Breakfast with Benjamin: The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
New mobile app and website target secretive world of adviser recruiting
AdvisorHub proposes to publish extensive details of every major recruiting deal.
Dallas B-D to close; ‘There’s no joy in the business,’ CEO says
30-rep Argentus Securities squeezed by regulatory woes, tight profit margin.
Detroit bankruptcy has surprising long-term implications
Through last week, muni bond mutual funds have experienced 27 consecutive weeks of net outflows and while the investor exodus has not helped fund performance, it has contributed to the reality of basic bond math, which means higher yields.
Is gold still an attractive investment?
Last week's string of positive U.S. economic data is once again drawing attention to the direction of gold prices. What will trigger the precious metal's next valuation move?
Emerging-markets selloff sparks global concerns
Breakfast with Benjamin: Emerging market selloff raises contagion fears. Plus: Short-selling starts to make sense, Bill Gross plans to work till he's 109, Obamacare triggers downgrade of health insurers, economists bicker over minimum wage laws, and tricks of debt-free Americans.
Merrill Lynch nabs $400M team from Morgan Stanley
Veteran advisers Michael Bromberg and Daniel Gerschel join in New York.
Gold rides high on the taper effect
Friday's menu: Gold rides high on the taper effect, playing smart defense with a wide-moat ETF, blaming cold weather in February, stirring the income inequality pot, why you should complete your LinkedIn profile, and the SEC shows some love.
Is LPL Financial a $60 stock?
Shares of LPL Financial rallied more than 60% last year and is bucking the broad market trend so far in 2014. At least one analyst has a $60 target. Is that realistic?
