Gold dropping like a rock. Plus: Taper mania, SAC's Steinberg convicted, big government seen as big bad, investment tips for 2014, and if economists wrote Christmas cards.
What should you be looking for in a potential merger candidate? First, you need to have similar investment styles and fee structures. Beyond that, chemistry and cultural fit are key.
Nicholas Schorsch and RCS Capital Corp. continue their blistering pace of broker-dealer acquisitions, announcing the acquisition of Summit Financial Services Group Inc. for $49 million in cash and stock.
<i>Breakfast with Benjamin:</i> Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.
Dan Fuss, whose Loomis Sayles Bond Fund is trouncing almost all of its peers, says he's preparing for rising rates and focusing on 'improving credits' by cutting his long-term debt position. He's on the same page as another big bond manager.
Adviser duo jumps from J.P. Morgan Securities
Despite strong salaries and great public relations calling it a “top career,” millennials avoid financial planning as a career. But why and where are they going?
The organization behind the Certified Financial Planner credential is teaming with a university to offer the course in 2014
But B-D is looking to purchase asset managers, he says
The types of applications most commonly used by advisers
Free web-based version of popular program due out this summer
Today: What hedge funds fleeing the market means. Plus, buck up, investment banker bonus week is here; building your own mutual fund; clean energy stocks; getting the most out of Siri; and more.
Planning for this one aspect of retirement will help you maintain your sense of dignity as you age
Trying to get up to speed on Social Security-claiming strategies? Check out these go-to resources.
I love when readers with whom I consult about tricky Social Security-claiming strategies report back to me with results.
Morgan Stanley and Merrill Lynch say the days of paying big bonuses to lure each other's brokers and keep their own in place may be ending.
Details are incomplete, but it is clear that the filing point to the growing bifurcation in the variable annuity pool of offerings: There will continue to be traditional variable annuities with living benefits, but more and more, carriers will be bringing out products that are largely investment-focused.
You know who they are and you know they are holding back your practice. Here's some simple steps to improve your staff and start fresh in 2014.
