Latest News

Schorsch REIT board member recommends 30% alts exposure for retirees

Aug 27, 2014

Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.

Are changes ahead in the way nontraded REITs are sold?

Aug 27, 2014

Fat commissions could be trimmed if states approve regulations affecting the sale of nontraded real estate investment trusts.

What top 401(k) plans do differently

Aug 27, 2014

A new ranking reveals which industries have the best plans — and what features set them apart.

Even tech-driven practices have tech-averse clients

Aug 27, 2014

Tips on working with elderly clients who have not grown up with the Internet, e-mail and secure portals.

Morgan Stanley dodges $15 million raiding claim

Aug 26, 2014

Charles Scwab's $15 million arbitration claim against Morgan Stanley for hiring brokers from its San Francisco office was rejected.

This adviser loves stocks, hates bonds

Aug 26, 2014

Creative Financial Design's Theodore Feight shares his portfolio

What to look for when pricing a CRM

Aug 26, 2014

Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.

With S&P 500 at a record, echoes of the dotcom boom and bust

Aug 26, 2014

The stock market's gains are comparable to the Pets.com era rally but valuations, while stretched, are much more reasonable, strategists say.

Impact investing soars with $12 million green bond sale by Merrill Lynch

Aug 26, 2014

Last week's purchases illustrate the growth over the last few years in investment options tied to social improvements.

Fidelity assets flowing to lower-cost trusts

Aug 25, 2014

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

Morgan Stanley managers depart amid reorg

Aug 25, 2014

Some high-level executives depart as firm restructures its managed-account unit, and streamlines products and services staff.

What's the reason for all the fund outflows at Fidelity?

Aug 22, 2014

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

Federal Reserve chairman Janet Yellen stays loose on monetary policy

Aug 22, 2014

In Jackson Hole speech, Fed chief says rates will stay low until economy achieves 2% inflation and 'maximum' unemployment

Using technology to beat the robo-advisers at their own game

Aug 21, 2014

Here's a road map on how to compete with and beat online investment management services using technology.

Wells Fargo binges on Morgan Stanley recruits

Aug 21, 2014

Since June, the firm has snatched nearly $1.4 billion in assets from rival wirehouse, according to moves tracked by InvestmentNews.

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