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Volatile trading in first half upends expectations

June 29, 2018

The half that began with "melt-up" euphoria ended with melt-down fear. Investors breezed into 2018 expecting to pick up easy returns from steadily rising asset prices. Instead, they're nursing losses on bets that had delivered the biggest gains...

Bitcoin bubble approaches dot-com levels

June 29, 2018

Bitcoin's meteoric rise last year had many observers calling it one of the biggest speculative manias in history. The cryptocurrency's 2018 crash may help cement its place in the bubble record books. Down 70% from its December high after sliding...

Retirement planning 10 years after the financial crisis

June 28, 2018

Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk, to the investment vehicles they...

Equity market gyrations catch fund managers off guard

June 28, 2018

For fund managers, a good year has quickly come under threat as their favorite stocks stopped cooperating. Blame it on equity market gyrations that sent heavily owned industries such as technology, consumer discretionary and banks to the bottom...

Upstart RIA uses access to alternatives to recruit advisers

June 28, 2018

A fledgling New York-based financial advisory firm aims to make a big splash as a consolidator by baiting the hook with access to sophisticated investments. Third Seven Advisors, which has absorbed two advisory practices for a total of nearly...

UBS to pay $4.3 million in Puerto Rico bonds claim

June 27, 2018

UBS Financial Services Inc. has lost another multi-million-dollar Finra arbitration award stemming from the sale of individual Puerto Rico bonds and closed-end funds. According to the arbitration award, which was decided last Friday by a three-person...

Vanguard files for two ETFs with ESG focus

June 27, 2018

Vanguard filed a preliminary registration statement with the Securities and Exchange Commission for two exchange-traded funds to complement its existing environmental, social and governance (ESG) mutual fund. The two new funds, the Vanguard...

Small caps are losing their immunity to trade jitters

June 27, 2018

A shelter from the storm is starting to sprout leaks. Bearish sentiment is growing on the Russell 2000 Index of small-cap stocks, a group that had seemed relatively immune to the trade-tariff saber-rattling that's recently cast a pall over the...

Momentum stocks set for more pain as quarter ends

June 26, 2018

The calendar and the computers are working against formerly high-flying momentum stocks. The iShares Edge MSCI USA Momentum Factor exchange-traded fund (MTUM) has given back 3.9% over the past three sessions. And Christopher Harvey, Wells Fargo's...

Private-equity veterans build $2 billion advisory firm from scratch

June 26, 2018

The wealth management space has become an attractive target of deep-pocketed private-equity investors, but rare is the private-equity investor launching a financial advisory firm from scratch. Enter Cresset Capital Management, a 1-year-old Chicago-based...

Stocks sell off on escalating trade jitters

June 25, 2018

Escalating trade tensions sent U.S. stocks to their steepest drop since early April on Monday, as President Donald J. Trump's threats of more protectionism against major partners were met with Chinese and European vows of retaliation. The S&P...

Wells Fargo Advisors fined $4 million over complex product sales

June 25, 2018

The Securities and Exchange Commission on Monday said it had fined Wells Fargo Advisors $4 million and ordered the firm to pay $1.1 million in restitution stemming from the sale of complex products called market-linked investments to retail...

Advisers still think ESG strategies underperform

June 25, 2018

Despite mounting evidence to the contrary, performance worries still keep advisers from implementing investment strategies that take into account environmental, social and governance concerns. A study released Monday by Cerulli Associates found...

Best- and worst-performing sector funds and ETFs this year

June 22, 2018

A rising tide may lift all ships, but a bull market doesn't lift all stock sectors. Here are the top and bottom funds and ETFs in the five best- and worst-performing sectors this year, listed from worst to first. Data are as of June 21 and are...

From asset manager to holistic planner

June 22, 2018

As the financial planning industry continues to feel pressure from low-cost digital advice platforms, some advisory firms are embracing the concept of holistic planning as a means of taking the focus away from pure investment management. That's...

Celebrated investor Jim Rogers launches ETF

June 21, 2018

Celebrated investor Jim Rogers has launched an exchange-funded fund. The most intriguing question about this news: Will the perennially bearish Mr. Rogers be able to stay invested? The Rogers AI Global Macro ETF (BIKR), which launched Thursday,...

Guggenheim said to consider sale of asset management unit

June 21, 2018

Guggenheim Partners is exploring the sale of a stake in its $250 billion asset-management unit overseen by Scott Minerd, according to people familiar with the matter. Guggenheim Partners Investment Management has been in talks with global insurers,...

Minnesota charges financial planner with fraud costing investors $200,000

June 21, 2018

A Sauk Rapids, Minn., adviser has been charged with securities fraud, insurance fraud and theft in connection with fraudulent insurance and gold bullion transactions that cost investors more than $200,000. Lisa Marie Schurhammer, a former licensed...

Americans still have no emergency savings, poll finds

June 20, 2018

Despite recent job gains, rising wages and falling unemployment, almost a quarter of Americans said they still have no emergency savings, according to an annual Bankrate.com report released Wednesday. The number of Americans who said they have...

Walgreens replacing GE on the Dow

June 20, 2018

General Electric Co. suffered a crowning ignominy Tuesday as overseers of the Dow Jones Industrial Average kicked the beleaguered company out of the stock gauge it has inhabited for more than a century. Once the world's most valuable company,...

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