It is time for investors and financial advisers to get real about money market funds — and either accept them or reject them for the investment vehicles that they are
In what the firm calls its “most significant change” to its tactical asset allocation in two years, Morgan Stanley Smith Barney LLC's global investment committee is adopting an overweight position in safe havens and an underweight position in risky assets, including commodities, according to a firm research bulletin distributed early this month
Gold will perform best among commodities next year and may rally to a record as investors seek to safeguard their wealth against slowing economic growth, according to Morgan Stanley.
Consumer income fell slightly in August and spending increased slightly to extend the ongoing conundrum involving consumer sentiment and consumer actions.
The IRS is giving broker-dealers a chance to come clean on classifying independent contractors, but firms that fess up will take on the increased cost of following the letter of the law.
In contrast to last week's market performance, the U.S. economic data released was generally solid. Shipping traffic, business lending, mortgage applications, industrial production, retail sales, initial jobless claims, corporate earnings reports, and the consumer price index all came in with solid growth readings. Notably, even the Index of Leading Economic Indicators (LEI) posted a solid and better-than-expected 0.5 gain and marking the third straight month of re-acceleration in the year-over-year growth of the LEI.
A bill in California bill that would punish firms for misclassifying employees as independent contractors was amended to lighten the compliance burden for broker-dealers.
Franklin Resources Inc., whose global brand is Franklin Templeton Investments, is beating every money manager in the S&P 500 this year
For advisers to the super-rich, devising their clients' investment strategies is no longer enough. Increasingly, they must protect wealthy families from themselves. <br><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111109&Category=FREE&ArtNo=110909910&Ref=PH><b><i>IN Extra</b></i> 10 sketches every wealthy client should see &raquo;</a>
Brokerage also ordered to pay restitution to clients
Client still has open positions with broke i-bank; swimming with the big fish
Morgan Stanley in the third quarter continued to cut the number of financial advisers in its joint venture retail brokerage, Morgan Stanley Smith Barney.
Even as the U.S. economy slogs through a slow recovery, forcing many Americans to cut back on spending, there are signals that wealthy Americans won't be deterred from making fourth-quarter charitable donations
The surging price of New York's taxi medallions and their promise of steady cash flow have sparked investor interest in the licenses and bolstered shares of a company that finances their purchase to a four-year high
Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the third quarter.
Italy's passage of belt-tightening measures Friday, coupled with its impending change of leadership, calmed immediate fears about Europe's debt crisis, but investors should brace for more eurozone turmoil in the weeks and months ahead
Sapient Private Wealth Management, a fee-based investment adviser in Eugene, Ore., last week joined Focus Financial Partners LLC, marking the eighth transaction completed by Focus this year
As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product
Along with the thousands of advisers under one roof here at the Schwab Impact conference in San Francisco, there are also thousands of opinions on issues ranging from economics to politics.
