News

Displaying 42977 results
EQUITIES MAR 03, 2015
Oil-price slide is starting to get scary

<i>Breakfast with Benjamin:</i> Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

By Jeff Benjamin
The March Madness effect
INDUSTRY NEWS MAR 03, 2015
The March Madness effect

NCAA tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.

By Bloomberg
Gross' fund at Janus Capital suffers net redemptions as performance trails
FIXED INCOME MAR 03, 2015
Gross' fund at Janus Capital suffers net redemptions as performance trails

February marks first month of outflows since bond manager joined firm

By Bloomberg
Former Bank of America Merrill Lynch trainees sue for overtime
WIREHOUSES MAR 03, 2015
Former Bank of America Merrill Lynch trainees sue for overtime

Duo seeks to represent more than 100 trainees, more than $5 million in damages.

By Bloomberg
Rubio-Lee tax plan eliminates deductions and ties large, small business rates
REGULATION AND LEGISLATION MAR 03, 2015
Rubio-Lee tax plan eliminates deductions and ties large, small business rates

Possible presidential hopeful seeks to simplify tax code with two rates for income taxes, one for corporate taxes.

By Mark Schoeff Jr.
Cash-heavy mutual funds take downside protection to the extreme
EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

By Jeff Benjamin
Is there a bubble in RIA prices?
RIAS MAR 03, 2015
Is there a bubble in RIA prices?

As prices soar, some consolidators back away from acquisitions, citing cost of capital.

By Mason Braswell
EQUITIES MAR 03, 2015
Advisers slow to embrace socially responsible investments sought by clients

Despite being increasingly in-demand from clients like Bryan Wilson (pictured), advisers have been slow to embrace socially responsible investments. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150301/IMPACTINVEST&quot; target=&quot;_blank&quot;>Our full Impact Investing special report</a>)</b></i>

By Liz Skinner
LPL shakes up Fortigent HNW consulting group
BROKER DEALERS MAR 03, 2015
LPL shakes up Fortigent HNW consulting group

Once restructuring is completed, the company expects $3 million in annual savings after taking $9 million charge to move Fortigent unit to corporate headquarters in Charlotte, N.C.

By Bruce Kelly
Bill Gross a victim of the plunge in oil prices
ALTERNATIVES MAR 03, 2015
Bill Gross a victim of the plunge in oil prices

Manager's $1.46 billion fund at Janus hit by investments in debt issued by U.S., Russian and Brazilian energy companies.

By Bloomberg
BlackRock adds fuel to smart beta debate in push for exotic bond strategies
ETFS MAR 03, 2015
BlackRock adds fuel to smart beta debate in push for exotic bond strategies

Money manager set to launch new strategy as &#8220;smart&#8221; way to dodge investment risks as rates rise.

By Trevor Hunnicutt
Having integrated technology can improve RIAs' businesses
RIAS MAR 03, 2015
Having integrated technology can improve RIAs' businesses

Examples of how RIAs can make workflows more efficient by making sure their technology communicates

By Stuart DePina
Tax complexities delay distribution of 1099s
WIREHOUSES MAR 03, 2015
Tax complexities delay distribution of 1099s

As brokerages feel pressure ramp up, forms coming later than usual.

By Mark Schoeff Jr.
Will European easing sideline a Fed rate hike?
RIAS MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

By Jeff Benjamin
EQUITIES MAR 03, 2015
Coming off a big year, Janus files for exotic ETFs

Move launches competition with Goldman Sachs in alternative space

By Trevor Hunnicutt
How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust
EQUITIES MAR 02, 2015
How Warren Buffett's $1 billion prize for a perfect NCAA bracket went bust

Plus: Learn from the U.S. and invest in Europe, Carly Fiorina chides Hillary Clinton over email excuses, and St. Patrick's Day, American-style

By Jeff Benjamin
EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin
INDUSTRY NEWS MAR 02, 2015
Understanding neuroeconomics: Six tendencies affecting clients and advisers

Scientists are no longer the only ones paying attention to the groundbreaking advances in neuroeconomics&#8212;the study of how people make financial decisions. Recent studies have uncovered six tendencies that people may exhibit when making financial decisions. This information is opening doors to new insights that can help advisors stay relevant and deepen their client relationships.

By First Clearing LLC
Four reasons Berkshire Hathaway and Buffett are so successful
INDUSTRY NEWS MAR 02, 2015
Four reasons Berkshire Hathaway and Buffett are so successful

Second-in-command Charlie Munger offers his take on the last 50 years and says four factors (one is luck) stand out as reasons the Oracle of Omaha has led his company Berkshire Hathaway to dizzying heights.

By Bloomberg
RCS Capital Corp. suffers big revenue hit in fourth quarter
ALTERNATIVES MAR 02, 2015
RCS Capital Corp. suffers big revenue hit in fourth quarter

Fallout from ARCP hurt wholesaling unit but executives remain confident in recovery.

By Mason Braswell