<i>Breakfast with Benjamin:</i> Will Obama's 'myRA' work? Plus, finding the biggest divident payers, don't bail on stocks now, what you need to know <i>today</i> and enough, already, with the polar vortex.
But given their high fees and so-so returns, you may be better off avoiding them
Retail investors are buying options at historic rates, and using them more strategically
The financial adviser job slips further down the list of top 100 jobs to No. 41, although the profession is still a stand-out for opportunity and work-life balance. Liz Skinner has the reaction. <i>(See also: <a href="//www.investmentnews.com/gallery/20140123/FREE/123009999/PH"" target=""_blank"" rel="noopener noreferrer">The 10 best business jobs of 2014</a>)</i>
Wells Fargo & Co. has agreed to sell more than 40% of its insurance brokerage locations to focus bricks-and-mortar operations on higher-growth regions and bigger clients.
International investors are the most upbeat about the global economy than at any time in almost five years
Almost 20% of the 695 advisers who joined the firm last year came from big Wall Street firms. How long will this strategy work?
Waiting until age 60 or later to remarry preserves Social Security benefits.
Introducing the Crosby Irrationality Index.
With the equity markets cresting new thresholds and hitting record highs, financial advisers are finding themselves increasingly playing the role of psychologist to try and keep clients grounded and focused on long-term investment objectives.
It's a tough discussion that's not going away. It's only going to get tougher.
Despite customer withdrawals, money managers at T. Rowe, Janus report profits for the period.
Nicholas Schorsch finally got his prize Wednesday when American Realty Capital Properties Inc. said it had acquired rival Cole Real Estate Investments Inc. in a deal valued at $11.2 billion.
Competition for deals increases as more buyers are chasing fewer sellers across the independent broker-dealer space.
He will remain head of the DC business; Bruce Wolfe is COO of new business.
Rising Treasury yields and the biggest equity market rally in 16 years are leading one measure of stock valuations to the most bearish level since 2011.
After more than 25 years at the firm, Chet Helck, CEO of Raymond James private-client group, says he's ready to step down. But the executive will remain as a special senior adviser at the firm through the end of the year.
The Bond King misjudged the timing and impact of the Fed's plan to cut back its asset purchases, sending Pimco's flagship fund to its biggest drop in almost two decades. The call rippled out to other big Pimco funds.
A little more than a year after Raymond James introduced its Goal Planning and Monitoring software powered by MoneyGuidePro to its advisers, the firm reports that the software has been used to create 50,000 financial plans.
As the year comes to a close, it's evident that independent broker-dealers are racking up a bonanza from the sale of alternative investment products, namely nontraded REITs. Question is, have firms learned from past mistakes?
