The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.
- Quantity does not equal quality: Expanding 'disclosure events' on BrokerCheck a bad idea 4:13 pm
- Under Finra proposal, brokerages will be forced to conduct background checks on new brokers 12:10 pm
- LGBT married clients weather complicated tax season 12:01 am
- Small fund nimble enough to navigate the edges of fixed income 1:14 pm
- Heartbleed threat may put American Funds' clients at risk 3:02 pm
- Advice business lags behind comparable careers in hiring women 11:28 am
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Scrutiny is welcome as muni bonds have long been a choice vehicle for tax-free income.
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Newfangled private placements called DSTs offer some improvements to TICs, many of which backfired during the financial crisis, but DSTs still carry high costs and are illiquid. Bruce Kelly has the story.
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Take Five with BlackRock's James Keenan, who says risks to the asset class include central bank policy.
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After several months of deliberations, Finra has expanded its pool of arbitrators and is ready to move forward with the hundreds of complaints related to collapses in Puerto Rico bond funds. That doesn't necessarily mean smooth sailing.
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They're even interested in international stocks, survey finds.
Breakfast with Benjamin: It's a bad time for stocks, based on the presidential cycle. Plus: The Nasdaq tests correction territory; most money managers think U.S. stocks are pricey (but there is a market they love); a tech ETF for nervous investors; what advisers wish investors knew; and having delicious fun with Crème Eggs.
Breakfast with Benjamin: Which way for stocks on big data day? Plus: The downside of low rates; GM gets some love; Earth Day and earthy companies; the surging price of shrimp makes cheap food, well, less so; and reflection and hope in Boston.
If second marriage ends, the first one may still count
Comprehensive coverage of the SEC's new guidance on how advisers can share and use third-party online reviews by clients.
- SEC charges San Diego-based investment adviser with fraud
- Pressure mounts on advisers to lower fees
- Ketchum calls controversial automatic data collection key to catching rogue brokers
- REITS continue to be hot as first quarter flows top $4B
- Online rivals Betterment, LearnVest rake in $60 million of venture funding
Explore your opportunities and be informed for your next move.
February 11, 2014