The Federal Reserve said policy makers see improvement in economic activity. How will this impact your bond investments?
Next week, the Bureau of Labor Statistics will issue the September Consumer Price Index report, the final piece of data that the Social Security Administration needs to plug into its annual cost of living adjustment formula. Social Security benefits — and the taxable wage base for workers — will be slightly higher next year as a result of the COLA.
Wing F. Chau, the bond manager who sued Michael Lewis over his depiction in the 2010 book “The Big Short,” was accused by U.S. regulators of violating his fiduciary duty by accommodating requests from Magnetar Capital LLC in managing financial products linked to subprime mortgages.
Labor Department says CPI report will not be released next week.
Groups from Salt Lake City, Charlotte, N.C., manage close to $500M combined.
When your clients wake up in the middle of the night with sweaty palms, what are they afraid of? What is it they ultimately want you to protect them from?
Joe Duran says the financial services industry has been guided by calculable and analytical thinking and driven by results. That has led to a bias toward a certain kind of employee.
Cuts don't include client-facing functions.
Back in 2009, regulators predicted that 4,000 investment advisers would shift from SEC regulation to state oversight. They were slightly off.
They earn 8%-per-year delayed retirement credits plus annual COLAs
IRS also sets tax break for single filers at $5.25M
Median investment adviser under SEC regulation has $270M in AUM, 92 accounts, and eight employees
Five ex-employees of Bernard Madoff on trial accused of aiding his $17 billion fraud seek to “embarrass” Securities and Exchange Commission witnesses by asking about bungled Madoff audits, prosecutors say.
Why some financial professionals now say debt management is key to successful retirement planning
Plan advisers wanting to step up their service to 401(k) clients, and their workers need look no further than bread-and-butter debt management.
Major changes tied to the American Taxpayer Relief Act of 2012 could make charitable giving a way to soften the bite of higher taxes
From the upcoming Twitter Inc. IPO to the prospects for the United States becoming energy independent, Dan Veru, chief investment officer at Palisade Capital Management LLC, has an investment angle to share.
As stock markets flirt with record highs, steep prices make this a seller's market with few bargains, they say
Smaller companies usually climb faster at the start of a bull market. Is the economy on its way up?
BlackRock Inc. Chief Executive Officer Laurence D. Fink, whose company is the world's largest money manager with $4.1 trillion in assets, said Federal Reserve policy is contributing to “bubble-like markets.”
