Big gathering has lots on offer including Washington updates, investing insights and practice management advice galore
What's different compared to the last tech boom, plus other must-reads from wealth manager and CNBC commentator Josh Brown
Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
The complaint alleges self-dealing, excessive fees in managing the $1 billion plan.
Using the lessons of Facebook's volatile IPO, advisers are recommending that Twitter's soon-to-be millionaires prepare for a wild ride as the stock goes public. One recommendation: “plan for the worst and hope for the best.” Buckle up.
Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said.
Clients have until Dec. 7 to make choices for 2014
Using the lessons of Facebook's volatile IPO, financial advisers say “plan for the worst and hope for the best”
Plus: Deutsche Bank's new China ETF hottest launch since 2007
Eighteen months after Facebook Inc.'s initial public offering was crippled by a Nasdaq OMX Group computer, equity markets get a shot at redemption tomorrow when the New York Stock Exchange hosts the debut of Twitter Inc.
President Barack Obama has threatened to veto a bill that would halt -- or possibly kill -- a Labor Department regulation designed to strengthen investment advice standards for retirement plans. The bill would prohibit the DOL from proposing its regulation until 60 days after the Securities and Exchange Commission has finalized a similar rule to raise standards for brokers providing retail investment advice.
SAC Capital Advisors plans to shut down its London office as the $14 billion hedge-fund firm founded by Steven A. Cohen scales back in the face of insider-trading allegations by U.S. prosecutors
“The proposal would completely foreclose broker-dealers from the retirement-planning and investment-planning businesses — businesses in which broker-dealers have served clients for many decades,” wrote Kevin Carroll, SIFMA's managing director and associate general counsel.
Only one in three investors work with just one wealth manager. Here's why adviser infidelity may hurt your bottom line.
Plus: Bitcoin is back with a vengeance, what's up with consumer discretionary stocks, how about BP and Tesla's surprising earnings miss. From <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.
