Banks making bank on wealth management

Third-quarter earnings reports show that once again, wirehouses are driving revenue at the giant banks that own them.

The sell-off's culprit: Leverage

Blog - Monday's Breakfast with Benjamin: How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.

Advisers face hurdles in race to grow their businesses

The InvestmentNews 2014 Financial Performance Study of Advisory Firms suggests firms face challenges that threaten their continued success, particularly if they have relied on the markets to bolster their growth. Plus: Don't miss our special report on financial performance

Signs of life from the bull

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&P 500 Index charts. And it's looking good.

Liquid alts get first stress test

One upside to the stock market carnage of the past week or two is that the wildly popular alternative-strategy mutual funds, better known as liquid alts, have finally been tested on the open road.

Fed has the markets always wanting more

Blog - Breakfast with Benjamin: Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

Schorsch empire strikes back on perception of illiquid products

Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.

Ex-Ameriprise adviser pleads guilty to defrauding clients

Susan Walker admitted to accusations she used $980,000 of client assets to pay for personal expenses, including vacations and private school tuition.

A 60-40 allocation isn't what it used to be

Video - Advisers need to rethink the 60-40 setup for client portfolios, according to Bob Rice of Tangent Capital. The good news: new tools in liquid alternatives can help advisers diversify.

Advisers on the Move

Data & Resources

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Advisers on the Move

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