Bloomberg

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ETFs threaten to 'amplify' systemic risk when liquidity dries up
INVESTING ETFS MAY 09, 2019
ETFs threaten to 'amplify' systemic risk when liquidity dries up

Report from Moody's raises the possibility that ETF market makers might step away during market turmoil.

Fidelity launches fund focused on female leadership
RIAS RIA NEWS MAY 08, 2019
Fidelity launches fund focused on female leadership

Gender-focused strategies are growing in popularity with socially conscience investors.

Wealthy US investors sitting on cash despite optimism in economy
INVESTING EQUITIES MAY 07, 2019
Wealthy US investors sitting on cash despite optimism in economy

UBS survey: Biggest worries were political environment, followed by national debt and health-care costs.

Maxine Waters puts bank chiefs in hot seat and gets results
ADVISOR NEWS REGULATION AND LEGISLATION MAY 06, 2019
Maxine Waters puts bank chiefs in hot seat and gets results

House Financial Services Committee chairwoman is also preparing a hearing with executives from U.S. regional lenders.

Fidelity to start trading bitcoin
INVESTING ALTERNATIVES MAY 06, 2019
Fidelity to start trading bitcoin

Move puts firm a step ahead of top competitors on sidelines

Conflicting tax information creates 'nightmares' for some investors
RIAS RIA NEWS MAY 06, 2019
Conflicting tax information creates 'nightmares' for some investors

Brokerage tax statements don't always reflect all of an investor's accounts or original costs.

As U.S. billionaires live longer, more wealth managers roll out estate and succession planning
ADVISOR NEWS RETIREMENT PLANNING MAY 03, 2019
As U.S. billionaires live longer, more wealth managers roll out estate and succession planning

The number of billionaires continues to grow — there were an estimated 747 in North America in 2017, up from 490 in 2010.

BlackRock takes lead in battle of lower-fee ETFs, but winning hurts
INVESTING MUTUAL FUNDS MAY 03, 2019
BlackRock takes lead in battle of lower-fee ETFs, but winning hurts

Defections and cannibalization are growing risks for fund issuers.

Institutional investors want cryptocurrencies in their portfolios
ADVISOR NEWS FINTECH MAY 02, 2019
Institutional investors want cryptocurrencies in their portfolios

Nearly half appreciate crypto for being innovative and consider digital assets worthy of investment, Fidelity study finds.

Finra fines AXA $600,000 over misclassified bond funds
RIAS RIA NEWS MAY 02, 2019
Finra fines AXA $600,000 over misclassified bond funds

Funds sold to 401(k) plans as investment grade actually held lots of junk.