From ignoring social media to being unable to delegate, here are traps advisers need to avoid in 2014 if they want any chance to thrive
Exchange-traded and mutual funds investing in stocks took in about $162 billion this year, the most since 2000, as the S&P 500 surged 29%.
The demise of a noted research organization makes the job a bit harder.
Investors placing bets on whether central bank will boost tapering.
A top investment strategist seeks to answer questions on inflation, deflation, valuation and portfolio building.
Ease the bite of new tax rules with these strategies
2014 could be a good year for mortgage REITs and here's why. Plus: Which housing markets are vulnerable to rising rates, gold-mining stocks for the truest gold bugs, an ETF end zone dance, social media apps took over in 2013, and more proof of Obamacare bumbling.
Professional financial advisers also divided on what advice to give as the metal flashes bullish and bearish signals
High-net-worth investors increase appetite for risk, poll shows.
Next year, the wirehouse will increase expense accounts and other incentives to help advisers attract clients with the most money to invest.
The New York-based trio works with more than 2,000 clients and plans to grow
Few follow Warren Buffett's maxim — “Put all of your eggs in one basket and then watch that basket” — as diligently as Scott Moore. A high concentration of stocks should make investing more volatile but since he's beating the market handily.
Turned $100,000 in seed money in 1958 into the $141 billion money management powerhouse.
Rising rates and a steeper yield curve mean the economy is stronger, but too much of that too quickly raises the risk of another stall. Jeff Benjamin on what the Fed must do.
Berkshire's second-quarter profit climbs 45 percent.
After five years of net acquisitions, Legg Mason hired Thomas Hoops from Wells Fargo & Co. to head business development as the firm seeks to expand its products and make acquisitions.
This year's biggest business blunders, plus other must-reads from wealth manager and CNBC commentator Josh Brown
"Get out while the getting is still good," says Asset Dedication's Brent Burns.
Mary Mack, Wells Fargo & Co.'s new brokerage chief, plans to put more retail clients into managed accounts as the largest U.S. firms nudge advisers away from picking individual stocks.
