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Wirehouses turn away from bitcoin

January 4, 2018

Wall Street's wirehouses are turning up their noses at bitcoin. None of the four — Merrill Lynch, Morgan Stanley, UBS Wealth Management Americas and Wells Fargo Advisors — are giving their wealth management and retail advisers access to...

Wealthfront secures $75 million in new funding

January 4, 2018

Wealthfront Inc., one of the largest independent digital wealth management startups, just closed a $75 million round of funding to help develop new products for its growing client base. The company has amassed just over $9 billion in assets...

How much can buybacks rise on the tax cuts?

January 3, 2018

Donald J. Trump's Christmas present to U.S. equity investors will be a big one, if history is any guide. Share repurchases may jump by more than 70% on an annualized basis to $875 billion amid a tax overhaul that encourages the repatriation...

Five financial resolutions your clients will keep

January 3, 2018

For many of us, the making — and breaking — of New Years' resolutions is an annual, time-honored tradition. Investment habits almost always make the list. Well-intentioned clients promise that from now on they're going to invest regularly,...

ETF assets boom in 2017

January 3, 2018

Investors aren't the only ones happy about 2017 returns. ETF sponsors are doing a happy dance, too. Net ETF issuance jumped to an estimated $473.2 billion last year, up 67% from $282.2 billion in 2016, according to the Investment Company Institute,...

Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

RIAs must move beyond investments to justify fees

January 2, 2018

A steady drumbeat of fee pressure has some financial advisers rethinking and repositioning their message to underscore their value to clients. "I think this conversation can be pretty straightforward if you approach it with transparency in mind,"...

The biggest losers and winners of 2017

January 2, 2018

Politics and the presidency have seldom played a more dominant role in our popular culture as they did last year. Despite the wall to wall coverage of the White House, 2017 turned out to be a far calmer and less disruptive year in the financial...

Alt investments on the rise among RIAs

January 2, 2018

Based on the success of the RIA industry, the trend of breakaway advisers interested in exploring the independent channel continues to gain momentum. Slowly but surely, the notion that independence cannot support complex, sophisticated advisers...

Don't overlook funds that lagged S&P 500 in 2017

December 29, 2017

Looking for a new fund in a year when the Standard & Poor's 500 has soared more than 20% can be a bit like trying to beat your old speed record on Pallbearer's Peak after a night of drinking at the ski lodge. Sometimes it's better to look for...

Roth IRAs hit 20 years old on New Year's Day

December 29, 2017

The first day of 2018 will have special meaning for some retirement planners — the 20th anniversary of the Roth IRA. The plans, which allow individuals to contribute after-tax money into an account that they can withdraw from tax-free in retirement,...

From wall street to main street: a succession story

December 28, 2017

With Live Oak Bank, you get a long-term financial partner that believes in you. We provide financing to support transition costs as a team moves to independence. When you're ready to pass the baton, our Investment Advisor lending team can structure...

Time to remind clients why they won't beat the Dow this year

December 28, 2017

As 2017 marches into history, most investors will agree: It was a pretty darn good year. But your clients might need to be reminded why they didn't beat the Standard & Poor's 500 stock index. As of Wednesday, the S&P 500 had clocked a 22.2%...

RIAs hedge market risk with actively managed funds

December 28, 2017

As the stock market closes in on a solid 22% gain for the year, marking a near-300% gain from the 2009 low point, a growing chorus of financial advisers are citing actively managed strategies as a reasonable hedge at this point in the market...

J.P. Morgan fined $2.8 million for clearing errors

December 27, 2017

The Financial Industry Regulatory Authority has censured J.P. Morgan Securities and fined it $2.8 million over errors in its clearing operation, stemming from systems inherited from Bear Stearns. Finra said that from March 2008, when J.P. Morgan...

Your tax bill questions answered

December 27, 2017

InvestmentNews has asked readers to submit their tax questions. Here are the first three of them. If you would like your tax questions answered, please write to assistant managing editor Chris Latham at clatham@investmentnews.com. QUESTION:...

Nuveen jumps into changing nontraded REIT market

December 27, 2017

Another major money management firm is taking a run in the volatile nontraded real estate investment trust business, with Nuveen last week registering the Nuveen Global Cities REIT Inc. The company, which does not intend to list on an exchange,...

After a superb 2017, brokerage stocks should continue to roll next year

December 22, 2017

With the broad market rising throughout 2017, stocks of brokerage firms shined. The iShares U.S. broker-dealers and securities exchanges ETF posted an increase of 26% for the year through trading Friday morning, while the S&P 500 index was up...

4 questions to ask before doing a 401(k) plan re-enrollment

December 22, 2017

Having a process to help plan sponsors with 401(k) plan re-enrollments is becoming table stakes for retirement plan advisers. Employers do re-enrollments to make sure plan participants have appropriate asset allocations and savings rates. During...

Avoid these bond-buying pitfalls

December 22, 2017

Nearly every day, I see municipal bonds trading on various platforms at higher prices than I've been watching them trade elsewhere. And what bothers me most is that I know that behind those trades are real people for whom the stakes of making...

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