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Midsize broker-dealer in Atlanta to shut down

December 6, 2019

After getting whacked with a $10 million trading loss over the summer, IFS Securities will shut its doors. According to its BrokerCheck report, on Monday IFS Securities changed its status with the Financial Industry Regulatory Authority Inc....

Timing matters when it comes to managing sequence-of-returns risk

December 6, 2019

"Time is money" is a popular adage, but when it comes to retirement, it's usually timing that matters most. Significant losses or depletions to savings early in retirement can diminish a retiree's nest egg and derail plans. This is known as...

Why one adviser went all-in on ESG when Donald Trump became president

December 6, 2019

Three years ago, when Jeffrey Gitterman transitioned his $120 million advisory firm to be 100% focused on ESG investing, he said the key to getting clients on board was in the explanation. Even though he admits that the Gitterman Wealth Management...

Citi tells rich clients to stop being so nervous about stocks

December 6, 2019

Citigroup's private bank wants its clients to work on an attitude adjustment. Next year will be "brighter than many expect," Citi Private Bank said in its 2020 outlook — "Staying Positive in a Negative (Yielding) World" — published Thursday....

What's the biggest risk for ESG investing? Ignoring it

December 5, 2019

When thinking about ESG — environmental, social and governance — investing factors, try to just think about it as investing. That's the general message coming out of the InvestmentNews​ ESG & Impact Forum at the United Nations in New York...

Fiserv sells majority stake in its investment services business for $510 million

December 5, 2019

Fiserv is selling 60% of its investment services business, which builds technology for the wealth and asset management industry, to private-equity firm Motive Partners for $510 million. Founded in 1979 as Security APL, the investment services...

Riskiest ETFs get a green light

December 5, 2019

A plan to greenlight some of the ETF industry's most controversial products comes with a caveat that could doom them to irrelevance. Asset managers will soon have free rein to create leveraged and inverse exchange-traded funds under a recent...

Markets are putting a price on climate risks

December 4, 2019

Climate specialists have warned for years about a "carbon bubble" in which markets ignore or massively undervalue the risks to companies from climate change. Two new studies suggest, however, that financial markets have started seriously pricing...

Wall Street's top S&P 500 bull is less upbeat about 2020

December 2, 2019

Binky Chadha, the biggest equity bull, whose 2019 S&P 500 target has so far been among the most accurate on Wall Street, is sticking to the same number for next year. The chief global strategist at Deutsche Bank forecast the benchmark index...

Volatility futures may be subdued because of all the volatility ETPs

December 2, 2019

Exchange-traded products are taking up a bigger chunk of Cboe Volatility Index futures trading than they have in about seven years, and that could be depressing the gauge, according to Nomura Securities International Inc. When VIX-linked ETPs...

1,000 dead ETFs is cause for celebration

December 2, 2019

Sometimes death is a sign of life. The exchange-traded fund industry buried its 1,000th product this year, with the number of victims growing almost as fast as new products hitting the market. This is obviously bad for the issuers of the deceased...

Muni market's new way around Trump ban

November 27, 2019

Anyone who agreed to buy the bonds sold by Washington state this month has a long wait until they see a return on their investment: the nearly $400 million of securities won't be delivered until March 2021. The delay is the result of an increasingly...

GPB announces another delay in release of audited financials

November 27, 2019

Investors in private funds sold by troubled investment firm GPB Capital Holdings, who have been waiting for audited financial results for more than a year, have been told yet again that the company will not meet its latest deadline of Dec. 31....

Small caps may turn mighty, strategists say

November 27, 2019

Smaller U.S. stocks could be set for a big run higher into the end of the year, according to Wall Street. A combination of improving economic data, bullish technical signals and a seasonal effect could give a boost to the shares, which have...

Doing our part to promote financial literacy

November 26, 2019

As financial planners, we have witnessed Americans living under the weight of poor financial decisions made in large part to a lack of basic understanding of personal financial planning. The evidence is everywhere: the friend shamefully buried...

Fed's Powell says U.S. economy's glass is 'more than half full'

November 26, 2019

Federal Reserve Chairman Jerome Powell struck an upbeat tone in gauging the ability of policy makers to extend the record U.S. economic expansion, while signaling that interest rates would probably remain on hold. "At this point in the long...

Trump tax cut sets off boom in taxable munis

November 22, 2019

At Eaton Vance's daily 8:45 a.m. meetings with fixed-income executives, a usually overlooked segment of the bond world has been coming up more often. That's because a deluge of debt sales unleashed this year in the $485 billion taxable municipal-bond...

The worse value stocks perform, the more Rob Arnott likes them

November 22, 2019

Value stocks have been frustrating fans for a decade, testing their patience with year after year of subpar returns. But Rob Arnott says now is exactly the wrong time to bail on them. In research published Wednesday, the Research Affiliates...

Flows into bond ETFs surpass those into equity ETFs for first time since 2009

November 20, 2019

Whether it's in response to the nonstop efforts to impeach President Trump, the record-level stock market valuations or any of several geopolitical concerns, a growing risk-off mood among investors is sending money flooding into fixed-income...

Silicon Valley firm helps keep track of $1.7 trillion of assets

November 20, 2019

The ultra-secret world of ultra-wealthy investors is becoming slightly more transparent. Addepar Inc., whose investors include billionaire Peter Thiel and Palantir Technologies co-founder Joe Lonsdale, is working with hundreds of money managers...

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