Since the credit crisis, the financial advice industry has been littered with the dead shells of IBDs that sold fraudulent private placements before the crash. Berthel Fisher has survived. Bruce Kelly has the story.
Sales of such products help annuities overall enjoy a strong year
Government will be a drag on growth as Fed winds down quantitative easing.
<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.
The era of sluggish growth characterized by Pacific Investment Management Co. chief Bill Gross as the “new normal” is ending, according to one of the firm's deputy CIOs. So what's happening?
Seven of the 15 U.S. takeover bids worth more than $10 billion since January 2013 were initiated by firms founded and controlled by one of the 200 wealthiest men in the world, according to data compiled by Bloomberg.
Warren E. Buffett, in his annual letter to shareholders of Berkshire Hathaway Inc. last week, said the best investment he ever made was buying a copy of “The Intelligent Investor” by Benjamin Graham. The billionaire isn't the only prominent investor who considers that purchase money well spent.
Appreciating assets will lead to respectable growth rates and a reduction in unemployment, Pimco chief said in monthly outlook.
Transparency a minor issue, says RevenueShares' Vince Lowry
Three advisers who produced $1.8 million joined RBC in Leawood, Kan.; one cites retirement of Danny Ludeman, former head of Wells Fargo Advisors, as contributing to move.
<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.
<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.
<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.
Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &mdash; and maybe a opportunities &mdash; linked to the turmoil.
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
Lazard Ltd., the largest independent financial-advisory firm, reported a surge in first-quarter profit that beat analysts' estimates as revenue from advising on mergers doubled.
The fastest-growing and most profitable firms often take unconventional approaches to their business models. <i>To see how your firm stacks up, <a href="http://www.investmentnews.com/2014fp">take part in this year's study</a>.</i>
Cypress Group joins a growing practice with roots in financial planning for doctors, entertainment industry nonprofits. <i>Plus: <a href="http://data.investmentnews.com/aotm/" target="_blank">See who else is switching firms</a>.</i>
Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.
They're even interested in international stocks, survey finds.
