Industry News

Displaying 35379 results
NEWS ALTERNATIVES DEC 22, 2015
SAC's Cohen barred from managing client money until 2018, SEC says

Steven A. Cohen is poised to make a return to the hedge-fund industry by 2018 under an accord with U.S. regulators that settles allegations that the billionaire failed to supervise a convicted insider-trader at SAC Capital Advisors.

By Bloomberg
NEWS EQUITIES DEC 22, 2015
Making the case for market-timing with humility

<i>Breakfast with Benjamin</i> Morningstar's John Rekenthaler clarifies after recently referring to market-timers as &#8220;circus clowns minus the funny suits.&#8221;

By Jeff Benjamin
Face time just as important to younger clients
NEWS FINTECH DEC 22, 2015
Face time just as important to younger clients

When figuring out how to best engage with clients, age is only one factor that should be taken into consideration

By Alessandra Malito
Technology for the holidays
NEWS FINTECH DEC 22, 2015
Technology for the holidays

Some ideas on what to send to clients, and how to do it

By Sheryl Rowling
A robo-adviser may be in the works for Morgan Stanley
NEWS FINTECH DEC 22, 2015
A robo-adviser may be in the works for Morgan Stanley

Wealth Management President Gregory Fleming says a digital platform could attract younger clients to the firm.

By Alessandra Malito
NEWS RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What investors need to consider

There are subtleties that could have big tax implications.

By Greg Iacurci
NEWS RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What to consider for clients

There are subtleties that could have big tax implications for clients.

By Greg Iacurci
NEWS INDUSTRY NEWS DEC 21, 2015
BlackRock reorganizes leadership again

World's largest money-manager undergoes third reorganization since 2012.

By Bloomberg
The power of infrastructure investing in uncertain markets
NEWS ALTERNATIVES DEC 21, 2015
The power of infrastructure investing in uncertain markets

Good infrastructure products are unlikely to wildly outperform equities, but they're also unlikely to create serious losses

By Thomas Hoops
NEWS RETIREMENT PLANNING DEC 21, 2015
Here's proof the rich really are getting richer

This city ranking shows where the difference between the top 20% of wage earners and the bottom 20% is most prominent.

By Bloomberg
NEWS RETIREMENT PLANNING DEC 21, 2015
Will companies start paying employees to relocate?

As Facebook offers its workers $10,000 to move closer, other businesses face hurdles before the practice becomes widespread.

By Bloomberg
NEWS RETIREMENT PLANNING DEC 21, 2015
Get your 0% credit card balance transfer offer before it's gone

As the prime rate set by banks goes up, companies may raise fees or restrict offers.

By Bloomberg
Nomura to pay $1 billion for stake in American Century
NEWS INDUSTRY NEWS DEC 21, 2015
Nomura to pay $1 billion for stake in American Century

By Bloomberg
'Smart beta' tops the list of 2015 financial-term searches
NEWS ALTERNATIVES DEC 21, 2015
'Smart beta' tops the list of 2015 financial-term searches

<i>Breakfast with Benjamin</i>: Smart beta was the top financial search term on Investopedia in 2015, and for good reason.

By Jeff Benjamin
Hedge funds post worst quarter since 2008 crisis
NEWS EQUITIES DEC 21, 2015
Hedge funds post worst quarter since 2008 crisis

Hedge-fund assets contracted by $95 billion to $2.87 trillion during third quarter amid a surge of fund closures.

By Bloomberg
BlackRock CEO Fink gives Yellen high marks
NEWS FIXED INCOME DEC 21, 2015
BlackRock CEO Fink gives Yellen high marks

BlackRock CEO Larry Fink gives Federal Reserve chairwoman Janet Yellen rave reviews for her speech following the Fed's move to raise interest rates.

By InvestmentNews Staff
Guggenheim plays the value card with new Dow dividend-focused ETF
NEWS EQUITIES DEC 21, 2015
Guggenheim plays the value card with new Dow dividend-focused ETF

Flip-flopping the weightings of the traditional Dow 30 stocks

By Jeff Benjamin
NEWS PRACTICE MANAGEMENT DEC 21, 2015
The scary truth: The struggle between who we are and what we want

Or, how to help clients ensure their money serves them and not the other way around.

By Joe Duran
NEWS RETIREMENT PLANNING DEC 20, 2015
Roskam anticipates House approval of bill to stop DOL fiduciary rule

The author of legislation that would halt the Labor Department's fiduciary rule anticipates the measure will make it at least to the House floor.

By Mark Schoeff Jr.
Are state-run retirement plans a good deal for private-sector workers?
NEWS RETIREMENT PLANNING DEC 20, 2015
Are state-run retirement plans a good deal for private-sector workers?

Not only would state-run plans undermine existing healthy competitive private markets for retirement plan products and services, but they are not be a good deal for American workers.

By Dale Brown