Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.
How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Long-term investors had about a 1-in-5 chance of outperforming major market indexes over the last 15 years. To do so, they would've had to hold on through some tough times.
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Silvercrest files with SEC to launch IPO; last listed wealth management firm went private in less than two years
Floating-rate Treasuries go on sale in January and fund companies are not far behind with new ETFs devoted to them. But will they provide enough yield?
Internet, biotech firms are the favorites.
There will be “no change in rates, no change in the asset purchase and no major change in forward guidance,” Mr. El-Erian said. “In the short term, the market thinks that no news is good news.”
Investors need a Plan B for 'when things change,' and to be ready to 'cut and run'
A cheat sheet on where the pros see new opportunity, plus other must-reads from wealth manager and CNBC commentator Josh Brown
Hedge funds cut bullish gold bets, adding the most short contracts in four weeks, as U.S. economic growth fuels speculation the Federal Reserve will trim quantitative easing. Holdings across commodities dropped the most since April.
Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.
Frustrated with slow pace of rulemaking, firm takes the long route, expects more to follow.
Today's Breakfast with Benjamin: Bernanke sees low rates for a long, long time; holiday retailers on the ropes; SAC Capital jury selection; investigating fishy employment data; coal becomes the next tobacco-style villain
The Charles Schwab Corp. is looking for ways to boost the number of female financial advisers among its ranks after a survey found that 40% of its firms don't have a single woman advising clients. The solution is not something quick, easy or particularly well-demonstrated by other financial firms. It's also something that Schwab's female financial advisers likely will have to lead.
Howard Ward wasn't, in fact, wearing bull horns during his presentation Tuesday morning at the Schwab Impact Conference in Washington D.C., but given his outlook for stocks, one could be forgiven for hallucinating it.
Today's Breakfast with (<i>InvestmentNews</i> senior columnist Jeff) Benjamin: SEC targets advisers; hedging with gold mining stocks; new muni bond math, and how athlete IPOs pull a hammy.
Friday's surprisingly robust jobs report has triggered fresh debate about dialing back the Federal Reserve's $85 billion-per-month quantitative easing program.
