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SALT apocalypse predictions have not come true
RIAS RIA NEWS MAY 21, 2019
SALT apocalypse predictions have not come true

Migration rates in high tax states most affected by tax limits are below pre-recession levels.

How ETF investors are playing trade tensions
INVESTING ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

Why the RIA market is so dynamic right now
ADVISOR NEWS RETIREMENT PLANNING MAY 18, 2019
Why the RIA market is so dynamic right now

Private-equity firms lead new set of big buyers.

Millennials drawn to JPMorgan app offering free trades
ADVISOR NEWS FINTECH MAY 15, 2019
Millennials drawn to JPMorgan app offering free trades

Average user of bank's You Invest platform is 15 years younger than its typical customers.

Uber IPO flop is coming to an ETF near you
INVESTING ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

Fidelity drops Goldman, brings securities lending in-house
RIAS RIA NEWS MAY 14, 2019
Fidelity drops Goldman, brings securities lending in-house

As fees on index funds fall, revenue from businesses like stock lending becomes more important to asset managers.

Capital Group, bastion of active management, rebounds to $1.9 trillion
INVESTING MUTUAL FUNDS MAY 14, 2019
Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

Bitcoin rises above $7,000, further fueling interest in cryptocurrency market
ADVISOR NEWS FINTECH MAY 13, 2019
Bitcoin rises above $7,000, further fueling interest in cryptocurrency market

Rival coins Bitcoin Cash up 26%, and Litecoin and Ether both at least 12% higher.

You need $2.3 million to be considered wealthy in America
RIAS PRACTICE MANAGEMENT MAY 13, 2019
You need $2.3 million to be considered wealthy in America

Millennials' strategy for getting rich: ignoring their friends' social media posts

Morgan Stanley wealth management clients burned in Uber IPO
ADVISOR NEWS WIREHOUSES MAY 13, 2019
Morgan Stanley wealth management clients burned in Uber IPO

Elite clients got an early chance to invest in the ridesharing company, and now they're looking at losses.