IAA report finds number of SEC-registered investment advisers up only slightly.
Investors enjoy big rally with few shocks – but drama ahead
Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble
The latest wrinkle in the fight to preserve existing tax advantages for charitable giving comes one month after a political standoff led to a 16-day government shutdown. Congress has restarted discussions about a long-term deal on debt.
Hedge fund manager John Paulson maintained his position in the SPDR Gold Trust as the metal rebounded recently but his gold fund is down 62% so far this year. George Soros bought a stake in the Market Vectors Gold Miners ETF. Different strokes.
Despite the drop in the price of gold this year, accomodative central bank policies and even the run-up in stocks bode well for the commodity. And don't forget the gold mining companies.
How to avoid getting black and blue on Black Friday, plus no discount on retail stocks, Dr. Doom's housing bubble theory, and a gift guide for the Wall Street wonk on your list. Expertly curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
As retail investors continue to jump on the stock market bandwagon to join the strongest rally since 2009, more and more active portfolio managers are unabashedly seeking shelter in cash.
Mary Beth Franklin explains how to undo a Social Security claiming decision when it turns out all wrong. Or, if you see something, say something.
Financial advisers are poised to buy bonds for clients before the end of the year even though the outlook for stocks is far brighter
As retail investors continue to jump on the stock market bandwagon, a growing list of professional portfolio managers are unabashedly seeking shelter in large piles of cash
Plan to launch exchange-traded trust that invests in the digital currency; next Facebook?
Central bankers are trapped in QE nirvana, the pre-holiday data dump, giving thanks to clients, green dividend stocks, and how to properly carve a turkey.
Business owners often eschew saving and count on their business for their retirement, which can backfire
Today's Breakfast with Benjamin: Markets brace for big economic data, insider selling at 30-year high, SEC tries to get tough, measuring Fed-speak, and how to behave at the company holiday party. Curated by <i>InvestmentNews</i>' senior columnist Jeff Benjamin
From office worker in 1933, Alfred Feld spent 80 years at the Wall Street firm, became wealth manager.
If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.
Plus: Emerging markets get dicey, butting heads with Buffett, hedging with ETFs, more Bitcoin buzz