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What Fed rate hikes mean for retirees

February 24, 2017

With the Federal Reserve widely expected to hike interest rates in March for the first of what could be four hikes this year, financial advisers will finally have some good news for their retired clients. As rates slowly move higher, the safest...

Trump rally on verge of setting a record

February 24, 2017

The Trump bump keeps growing. Consecutive gains in the Dow Jones Industrial Average have left it at the doorstep of history, including a 20% surge in futures from the early hours of Nov. 9 that could be loosely framed as the president's own...

SEC provides robo-adviser guidance

February 23, 2017

Federal securities regulators warned robo-advisers to be overtly clear with the public about how their algorithms recommend portfolios and asked them to consider whether their questionnaires really ask for enough information to give advice that's...

Gotham latest to look at linking more hedge fund pay to performance

February 22, 2017

Gotham Asset Management, the $6 billion money manager run by Joel Greenblatt and Robert Goldstein, is exploring a new fee structure for its hedge funds, one of a group of firms tying more of their pay to performance. The firm is in talks with...

Client communication strategies for uncertain markets

February 22, 2017

We've recently seen financial media publish articles that directly contradict each other. Some outline the strengthening of the U.S. economy and the associated market reactions, while others outline rising debt levels and historically high P/E...

Why passive asset managers represent high risk for financial advisers

February 22, 2017

Recently, I spoke with a financial adviser who is increasingly worried that a client complaint could make its way onto his record. A large number of clients have called him, wondering why their portfolios trailed the broader market during the...

Dimensional Fund Advisors' David Booth replaced by Dave Butler as co-CEO

February 22, 2017

Dave Butler was appointed co-CEO at Dimensional Fund Advisors, replacing David Booth, the firm's founder, who will remain executive chairman, the company announced Wednesday. Mr. Butler will share the co-CEO title with Eduardo Repetto, who has...

Shareholders approve merger of two Schorsch REITs

February 16, 2017

A year ago, Nicholas Schorsch, the former nontraded REIT czar, was working to consolidate more than half a dozen real estate investment trusts with more than $10 billion in assets. Now, those moves have begun to bear fruit for Mr. Schorsch and...

Online Platforms Help Advisors Add Alternatives

February 15, 2017

If there was a single lesson learned by advisors from the worldwide financial crisis in 2008, it was that a truly diversified portfolio should contain assets with a low correlation to stocks and bonds. Institutions and other ultra-high-net-worth...

Changing direction, FS Investments launching a nontraded REIT

February 14, 2017

FS Investments launched a $2.5 billion commercial mortgage nontraded REIT Monday, a first for the company better known for sponsoring non-traded business development companies. The new company, FS Credit Real Estate Income Trust Inc., has hired...

Lower taxes could hit municipal bond yields

February 13, 2017

The one drawback to lower tax rates: Muni bond prices could take a hit, according to Peter Hayes, BlackRock's head of municipal bonds. People buy municipal bonds primarily because their interest is free from federal, and sometimes state, income...

Foreign creditors dumping American Treasuries in warning to Trump

February 13, 2017

In the age of Trump, America's biggest foreign creditors are suddenly having second thoughts about financing the U.S. government. In Japan, the largest holder of Treasuries, investors culled their stakes in December by the most in almost four...

European stocks far cheaper than US stocks

February 10, 2017

If you're looking for cheap stocks, Europe is the place to go, says Bank of America Merrill Lynch. But political and sovereign debt risks are one reason Europe is so cheap. In a paper released Thursday, titled "Europe vs. U.S.: The earnings...

RIAs at odds over fees for clients' cash balances

February 10, 2017

With the stock market charging ahead to new highs, financial advisers are faced with the question of whether to move some of their clients' profits off the table by going into more cash or cash equivalents. But doing so raises an even bigger...

Why the calendar is making some advisers look smarter than they really are

February 8, 2017

If you want to prove your genius to clients, today would be a good day, provided you use the most recent 12-month figures available to you. While it may seem like a distant, dark memory, the first part of 2016 was awful. The Standard & Poor's...

How do you deploy cash in this market?

February 7, 2017

Watching someone invest in this stock market can be like watching novice skiers start down Pallbearer's Peak: You just hope they know what they could be in for. For advisers, putting fresh money to work in today's market can be particularly...

These mutual funds have a history of losing money

February 6, 2017

Most people have a fascination with highly destructive events, such as volcanos, earthquakes and Justin Bieber concerts. But some mutual funds have a remarkable history of wealth destruction — and you should keep your clients (and yourself)...

Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

February 3, 2017

A Connecticut investment bank this week lost a $1.25 million Finra arbitration award that focused on the alleged sale of unsuitable securities to elderly investors. William Lashlee, 88, and Keith and Joyce McCrea, elderly retirees, alleged in...

Most advisers think the industry will continue down a fiduciary path despite rule delay

February 3, 2017

News that President Donald J. Trump plans to order a stop to the DOL fiduciary rule drew mixed reactions from financial advisers. Find out how they think the efforts to implement the rule will impact their businesses and the industry going forward....

How to Earn Your Clients' Trust

February 3, 2017

As our industry continues to evolve, investment management becomes commoditized, and fiduciary responsibility takes center stage, it's more important than ever to earn your clients' trust, so they feel more comfortable turning to you for all...

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