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Adviser's cultural understanding behind four decades of client care
PRACTICE MANAGEMENT OCT 01, 2018
Adviser's cultural understanding behind four decades of client care

Family office executive fled the communist regime in Cuba at 11 .

Stock market's blowout third quarter attracts retail investors
EQUITIES OCT 01, 2018
Stock market's blowout third quarter attracts retail investors

But Wall Street strategists are urging caution amid forecasts that profit growth will slow.

BlackRock is the winner and loser in this bond ETF fee fight
ETFS OCT 01, 2018
BlackRock is the winner and loser in this bond ETF fee fight

Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows

Republicans likely fared better than Dems in market boom
RIA NEWS OCT 01, 2018
Republicans likely fared better than Dems in market boom

Paper by the National Bureau of Economic Research shows Republicans invested more in U.S. stocks following election of Trump.

Boom in safest stocks rings alarm bells on Wall Street
RIA NEWS OCT 01, 2018
Boom in safest stocks rings alarm bells on Wall Street

Rising demand for defensive assets casts shadow over post-crisis bull run.

Time to get inspired by incredible advisers
RIA NEWS SEP 29, 2018
Time to get inspired by incredible advisers

Financial professionals give hours, money and innovative ideas to help others

Global cities most at risk of property bubbles
RIA NEWS SEP 28, 2018
Global cities most at risk of property bubbles

Hong Kong leads this year's list, which also includes Munich and Toronto.

These airlines offer the best in-flight Wi-Fi — if you're lucky
FINTECH SEP 27, 2018
These airlines offer the best in-flight Wi-Fi — if you're lucky

Reliable Wi-Fi, previously the domain of U.S. airlines, is becoming a global perk.

Finra fines up, but restitutions plummet in first half of 2018
REGULATION, LEGAL & COMPLIANCE SEP 27, 2018
Finra fines up, but restitutions plummet in first half of 2018

Only $4.9 million in restitutions were ordered during the first half of 2018, down sharply from the $38.1 million ordered in the same period in 2017.

High times for ultra-high-net-worth families
RIA NEWS SEP 25, 2018
High times for ultra-high-net-worth families

Average returns in 2017 double those in 2016, according to UBS and Campden survey.