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Trade war could harm Americans' retirement savings
EQUITIES JUL 03, 2018
Trade war could harm Americans' retirement savings

Concerns of tariffs disrupting overseas earnings continues to brew.

By Stephen Gandel
Strategists see a blowout second half
EQUITIES JUL 02, 2018
Strategists see a blowout second half

Investors have pulled $24 billion out of U.S. equity funds in the past week

By Bloomberg
Trade fight puts ETF investors on the defensive
ETFS JUL 02, 2018
Trade fight puts ETF investors on the defensive

Cash has poured into exchange-traded funds tracking consumer staples and energy, and out of holdings in industrial and financial companies.

By Bloomberg
Galvin: 10 broker-dealers to be scrutinized
ALTERNATIVES JUL 02, 2018
Galvin: 10 broker-dealers to be scrutinized

Massachusetts looking into private placement sales.

By InvestmentNews
Vanguard expands commission-free trading to 1,800 ETFs
ETFS JUL 02, 2018
Vanguard expands commission-free trading to 1,800 ETFs

The commission-free ETFs include most of Vanguard's offerings, as well as ETFs from BlackRock, Schwab, and State Street Global Advisors.

By InvestmentNews
The sad but important truth about taxable bonds and AUM
FIXED INCOME JUL 02, 2018
The sad but important truth about taxable bonds and AUM

Accurate estimates of expenses show net returns on taxable bonds in AUM accounts at today's interest rates are depressingly low.

By Michael Finke and David Blanchett
Bitcoin bubble approaches dot-com levels
ALTERNATIVES JUN 29, 2018
Bitcoin bubble approaches dot-com levels

Largest cryptocurrency falls to its lowest level since November, while many tokens go to zero.

By Bloomberg
Bitcoin bubble approaches dot-com levels
ALTERNATIVES JUN 29, 2018
Bitcoin bubble approaches dot-com levels

Largest cryptocurrency falls to its lowest level since November, while many tokens go to zero

By Bloomberg
Volatile trading in first half upends expectations
EQUITIES JUN 29, 2018
Volatile trading in first half upends expectations

Emerging-market stocks are the biggest loser so far thjs year, followed by emerging-market and euro-denominated debt.

By Bloomberg
Advisers take a short-term view of trade skirmishes
EMERGING MARKETS JUN 29, 2018
Advisers take a short-term view of trade skirmishes

Bracing for more market volatility as negotiations between China and the U.S. heat up ahead of July 6 start of new tariffs.

By Jeff Benjamin
Upstart RIA uses access to alternatives to recruit advisers
RIAS JUN 28, 2018
Upstart RIA uses access to alternatives to recruit advisers

Third Seven Advisors leverages its own investment bank

By Jeff Benjamin
SEC proposes making it easier to start ETFs
MUTUAL FUNDS JUN 28, 2018
SEC proposes making it easier to start ETFs

Rule is expected to give exchange-traded funds a boost, but complex products wouldn't be eligible for the streamlined process

By Bloomberg
Retirement planning 10 years after the financial crisis
RETIREMENT PLANNING JUN 28, 2018
Retirement planning 10 years after the financial crisis

The 2008 crisis left investors focused on income vehicles that provide reliable returns.

By Eric Watson
Small caps are losing their immunity to trade jitters
EQUITIES JUN 27, 2018
Small caps are losing their immunity to trade jitters

Russell 2000 index of small-cap stocks has underperformed global equities three days in a row

By Bloomberg
UBS to pay $4.3 million in Puerto Rico bonds claim
FIXED INCOME JUN 27, 2018
UBS to pay $4.3 million in Puerto Rico bonds claim

The claimant's broker at UBS has 183 disclosures on his BrokerCheck report.

By Bruce Kelly
Vanguard files for two ETFs with ESG focus
ESG JUN 27, 2018
Vanguard files for two ETFs with ESG focus

One fund to be U.S.-oriented, one will be international.

By InvestmentNews
Momentum stocks set for more pain as quarter ends
EQUITIES JUN 26, 2018
Momentum stocks set for more pain as quarter ends

Given recent declines, quantitative risk models are likely to send a sell signal, leading to additional losses, analyst says.

By Bloomberg
Private-equity veterans build $2 billion advisory firm from scratch
RIAS JUN 26, 2018
Private-equity veterans build $2 billion advisory firm from scratch

Cresset Capital Management is adding a family office to its 1-year-old practice.

By Jeff Benjamin
Advisers still think ESG strategies underperform
EQUITIES JUN 25, 2018
Advisers still think ESG strategies underperform

Concerns about such investments' performance persist despite mounting evidence to the contrary

By John Waggoner
Stocks sell off on escalating trade jitters
EQUITIES JUN 25, 2018
Stocks sell off on escalating trade jitters

Market trims losses after National Trade Council director Peter Navarro calms concerns about a trade war.

By Bloomberg