Displaying 212 results
Goldman’s first closed-end fund IPO raises $826 million and hopes for sector
Goldman Sachs' first closed-end fund IPO had a sterling debut, raising hopes for a rebound in the sector. The fund benefited from the combination of brand appeal and the focus on master limited partnerships, which have been a hot asset class.
Schwab to give unhappy clients a fee refund
Certain clients will be entitled to get back a quarter's program fees.
Bill Gross compares Chinese economy to ‘mystery meat’
Breakfast with Benjamin:The Bond King: China's a big risk. Plus: JPMorgan goes on a settlement binge, finance industry tells investors to stay calm, Obama administration catches a CBO boomerang, and some healthy balance sheets for the New Year.
Lead-gen site aims to match advisers and clients through data analysis
Finom is based on observation that 'no one adviser fits all'; but what's new? skeptics ask
Tool to evaluate rate of return vs. benchmark to be unveiled
E-Valuator indicates the percentage below (or above) the benchmark's return the investor is willing to tolerate.
Private-equity giants set their sights on alternatives for mom and pop
Advisers could benefit as retail investors load up on alts.
Warren Buffett’s hedge fund bet might be sending the wrong message
Breakfast with Benjamin: What's with the Oracle of Omaha's hedge fund bet? Plus: Friday's freaky jobs report preview, public pensions gained 16% last year, Twitter earnings raise concerns, and investing in income inequality.
New plan for Barclays advisers offers more even ratio between salary and bonus
A new plan for Barclays advisers offers a more even ratio between salaries and bonuses. The payout grid remains in place, but it's not the same. Plus: How adviser salaries stack up vs. other jobs
Wholesalers: The spies of Wall Street
How much do wholesalers know about advisers? And what are they telling the competition?
Advised investors underperformed self-directed ones in 2013, SigFig data show
Clients of advisers saw some stock gains, but bonds held them back, website for investors finds.
Lessons advisers can learn from Olympians
You don't have to be an elite athlete to have the right stuff
Breakfast with Benjamin: Fed shrugs off market selloff and sticks to taper plans
Breakfast with Benjamin: Janet Yellen's Fed is sticking with tapering but more econ data today could change the conversation. Plus: Stocks are down big so is it the overdue correction? And Japanese stocks fell 4% overnight, the case for index funds, BofA rate traders see smaller bonuses, and tracking short sales.
More bad news for gold
Today's Breakfast with Benjamin: If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.
Big miss: Advisers seldom discuss retirement living arrangements with clients
Housing discussion an opportunity for advisers and important for clients, Legg Mason says.
Advisers skeptical about Obama’s “myRA” proposal
President Obama's voluntary '"myRA" proposal, with no option to invest in stocks, could be doomed to failure, advisers say. The plan "isn't going to go anywhere," according to one skeptic. (Don't miss these tips for a worry-free IRA rollover.)
Health savings accounts gain in popularity
They're a great way to save on federal taxes, but state treatments differ widely.
Advisers dubious about chances of government action – any government action
FSI poll shows expectations of tepid growth; 'grand bargain' a pipe dream
Bill Gross quacks the whip on other rich folks
What you need to know to get your Friday morning off to the right start, from InvestmentNews senior correspondent Jeff Benjamin. Today: Bill Gross quacks the whip, look out for the next housing bubble and what's happening to the Euro?
Using derivatives even when they hurt society
Breakfast with Benjamin: Dr. Doom gets even doomier, using derivatives even when they hurt society, more sluggish economic growth, cashing in on video surveillance, and the pros and cons of free airport Wi-Fi.
More diversity at advisory firms would be welcome, Edward Jones survey shows
Nearly 80% of black and Hispanic respondents say such a move would better serve clients' needs.
