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New tax laws invite strategic sidestepping
RIA NEWS DEC 17, 2018
New tax laws invite strategic sidestepping

Uncertainty looms, but there may be some good news ahead for taxpayers.

Outstanding U.S. student loan debt reaches record $1.47 trillion
RIA NEWS DEC 17, 2018
Outstanding U.S. student loan debt reaches record $1.47 trillion

Record level is more than double the $675 billion outstanding in 2009 at the end of recession.

Savers finally reap rewards as online banks goose rates
MUTUAL FUNDS DEC 14, 2018
Savers finally reap rewards as online banks goose rates

A few are paying interest of more than 2% on savings accounts.

Meltdown leaves small-cap stocks facing tough road to turnaround
EQUITIES DEC 14, 2018
Meltdown leaves small-cap stocks facing tough road to turnaround

Small firms face headwinds ranging from higher rates to the trade war.

With stock market in a correction, is a recession just ahead?
EQUITIES DEC 14, 2018
With stock market in a correction, is a recession just ahead?

Some say the market is overreacting to bad news — but what if it's not?

Whiskey insurance is far from old-fashioned — demand is skyrocketing
ALTERNATIVES DEC 13, 2018
Whiskey insurance is far from old-fashioned — demand is skyrocketing

The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.

Pimco sees recession signal 'flashing orange' as cycle ages
EMERGING MARKETS DEC 13, 2018
Pimco sees recession signal 'flashing orange' as cycle ages

Chief investment officer Ivascyn warns of another 'rocky' year in 2019; still sees opportunities in emerging markets.

UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower
RIA NEWS DEC 13, 2018
UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower

Construction on the 46-story tower known as TSX Broadway is set to begin in January.

Jefferies CEO won't tolerate discrimination against female bankers by male colleagues
WOMEN ADVISOR COMMUNITY DEC 13, 2018
Jefferies CEO won't tolerate discrimination against female bankers by male colleagues

Referencing Bloomberg News story, Rich Handler says 'there's no excuse' for excluding women from social situations for fear of #MeToo movement.

Private-equity firms want SEC to loosen rules on business development companies
ALTERNATIVES DEC 12, 2018
Private-equity firms want SEC to loosen rules on business development companies

The industry is lobbying to include a measure forcing the SEC's hand in Congress' end-of-year spending bill.