Latest News

Japanese stock funds reflecting long-awaited economic turnaround

Mar 2, 2015

'Abe-enomics' joins quantitative easing with corporate patriotism

ARCP reports "weakness" in financial reporting controls

Mar 2, 2015

The audit committee for troubled traded REIT American Realty Capital Properties Inc. said it “found certain material weaknesses in the company's internal controls over financial reporting and its disclosure controls and procedures.”

Investors pile into bond ETFs ... at the wrong time

Mar 2, 2015

Blame oil for the reversal of fortune that caught investors off guard.

Fed Vice Chair Fischer says rate hike most likely June or September

Mar 1, 2015

Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.

Four reasons Berkshire Hathaway and Buffett are so successful

Feb 28, 2015

Second-in-command Charlie Munger offers his take on the last 50 years and says four factors (one is luck) stand out as reasons the Oracle of Omaha has led his company Berkshire Hathaway to dizzying heights.

Robert Benmosche remembered as tenacious, fair by colleagues

Feb 27, 2015

Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.

Lengthy and painful tax season awaits Americans living abroad

Feb 27, 2015

Advisers need to be aware of the tax laws in foreign jurisdictions, as well.

SEC limits who qualifies as a public arbitrator

Feb 27, 2015

Agency approves rule to throw more candidates into nonpublic pool.

Bill would end mandatory arbitration in brokerage contracts

Feb 26, 2015

Legislation introduced Thursday would ban such requirements for investor claims.

Schwab 'robo-adviser' bets big on cash and 'smart' beta

Feb 26, 2015

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

Envestnet acquires tech company Upside

Feb 26, 2015

Outsourced investing platform will use Upside's portal for financial planning and investment management in effort to keep advisers ahead of robo trend.

Inland American cuts NAV after asset sale

Feb 26, 2015

In the wake of spinning off its hotel portfolio, nontraded REIT cuts estimated share value by 42.4%; new estimated value is $4 per share.

In rare move, Vanguard beefs up international exposure in target date funds

Feb 26, 2015

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

House approves bill easing 529 plan rules

Feb 26, 2015

Families may get to pay for computers again with these popular college savings accounts.

This week on social media with advisers

Feb 27, 2015

The White House and Department of Labor announced a push for fiduciary standards, the president gave adviser Sheryl Garrett a shout out and advisers responded to Morgan Stanley's leaked take on the Hunger Games.

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