Plus: Be wary of energy-company dividends, an election-year twist on selling in May, and don't quit your job like Michael Strahan did
Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver
A complicated process to value the music icon's estate hinges on future royalties.
Bradford Campbell, an ERISA attorney and former head of the Employee Benefits Security Administration, discusses how the Labor Department's new fiduciary rule flies in the face of the Earth Day celebration, due to thousands of pages of required disclosures and printouts of the regulation's text.
If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for “a really windy inauguration day.”
Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.
<i>InvestmentNews</i> debates whether the battle over holding advisers to a strict fiduciary standard for retirement accounts will end up in court. <i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">Coverage of the DOL rule from every angle</a>)</i>
Mutual fund giants bank on low-cost index funds, robos to prosper in wake of the Labor Department's regulation.
Lobbying group talks about priorities at private client conference in New York.
Although the board relented, it does have a $10 million fundraising goal for its new Center for Financial Planning.
Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.
Regulators concerned about systematic risk in a market rout.
It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.
Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers
We can communicate with clients through newsletters, emails and blogs or even videos and webinars, but it's more important to interact.
Recent SEC filing by the fund giant hints at new funds in the works.
The more we do to help clients understand conflicts of interest, the better we can serve their interests.
RCS Capital intends to make another round of bankruptcy filings that will include broker-dealer holding companies of its Cetera Financial Group firms.
Forty advisers from the Legend Equities Corp. are joining a firm that specializes in retirement plans for schools and other nonprofits.
Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.
