Results for "investments"
Displaying 9,097 results
Fidelity's National Financial raises more questions about GPB private placements
June 17, 2019
National Financial Services, the clearing and custody unit of Fidelity Investments, is telling broker-dealer clients they have 90 days to move private placements issued by beleaguered GPB Capital off its platform or work with the custodian as...
Wealthy families are adding forests to their portfolios
June 17, 2019
Tom Crowder spent much of his two-year career in the NFL running away from men who weighed upwards of 300 pounds. These days? He worries about bears and snakes. As a senior vice president at Bank of America Corp., Mr. Crowder spends most days...
Federal Reserve seen on track for rate cut this year
June 14, 2019
The Federal Reserve will likely cut interest rates this year but not nearly as aggressively as investors expect, according to a Bloomberg survey of economists. Respondents to a June 7-12 poll saw policymakers lowering rates by a quarter point...
BlackRock: Focus on ETF quality, rather than cost
June 13, 2019
BlackRock Inc. is tired of the conversation about cost. The world's largest asset manager, which runs some of the cheapest investment products available, plans to place a greater focus on the quality of the engineering, construction and management...
The new paradigm of portfolio construction
June 13, 2019
Current thinking about the best way to construct investment portfolios stems from seminal events in 1952, 1993 and 1605. Yes, 1605. That was the year when perhaps the cornerstone of portfolio construction — the value of diversification —...
Sponsored by State Street Global Advisors
Fixed-income focus: Beware ending up with the 'ultra-short' straw
June 12, 2019
So far this year, the Federal Reserve has gone from being in a firm rate-hiking cycle into a so-called "Powell pause" — where it put interest rates on hold due to slowing global growth and rising risks to the U.S. economy. Following an extension...
Betterment offering automated investing and advice for Optum Bank HSA
June 12, 2019
Health savings account customers of Optum Bank, one of the nation's largest HSA providers, can now use Betterment for help investing HSA money. Betterment CEO Jon Stein announced the new partnership Wednesday at CB Insights' annual Future of...
Mohamed El-Erian: What the market rebound is telling investors
June 10, 2019
Investors heavily exposed to U.S. stocks just had their best week of the year. But the rebound also raised several questions related to market behavior, policy and economics. How they are answered will prove consequential not only for market...
As market indicators go, the president trumps everything
June 6, 2019
Whether you like him or not, President Donald J. Trump is having a measurable impact on the financial markets, although maybe not in the ways he expects or would prefer. "Trump has a particular talent for causing wedges, driving markets and...
Robo offers SRI portfolios supporting racial justice
June 6, 2019
OpenInvest, a digital advice startup focused on impact investing, is introducing a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive...
Study finds 85 percent of advisers use model portfolios
June 6, 2019
Eighty-five percent of financial advisers currently use model portfolios, with 54% of advised assets being managed through the tools, according to a study by Broadridge Financial Solutions. Business scalability is a main driver of model portfolio...
Why a lack of diversity may be hurting your 401(k) clients
June 5, 2019
The defining trait of a successful investment committee is the ability to make prudent decisions. The best decisions are typically made as a result of asking critical questions, considering viable alternatives and coming to a consensus on the...
ETFs now used by 88% of advisers, FPA survey finds
June 4, 2019
For the fifth year in a row, exchange-traded funds remain the most popular of 22 investment options in a survey of financial advisers by the Financial Planning Association. Currently, 88% of advisers surveyed currently use or recommend ETFs....
FS Investments and KKR merging more BDCs
June 4, 2019
FS Investments and KKR Credit Advisors are once again working on merging various business development companies, this time combining four nontraded BDCs into one publicly traded one. Plans call for the merged BDC, with $9 billion worth of assets,...
One of the most hated tax breaks in America just won't die
June 3, 2019
One of private-equity and hedge-fund managers' most prized tax breaks is again in politicians' cross hairs, but Democrats would need to sweep the 2020 election if they want to pull the trigger to kill it. President Donald J. Trump said in May...
Overcoming reservations about converting to investment models
May 30, 2019
With few exceptions, advisers today should be using investment models, which save time, improve processes and allow them to spend more time with clients, all of which directly correlates to higher profits. Many advisers will scoff at that, believing...
The robo-advice market is growing, but changing
May 30, 2019
The market for direct-to-consumer digital advisers continues to grow, according to a new report from research firm Aite Group. Assets under management at direct-to-consumer digital advisers increased 15% in 2018, reaching a total of $257 billion...
Selling your firm, even if you've never thought about it
May 29, 2019
Even if you've never thought about selling your financial planning firm or practice before, now's the time to familiarize yourself with the landscape. Just look at what's going on in our industry: Goldman Sachs is buying United Capital. Ric...
Overlooked fund category is dominating 2019
May 29, 2019
The stock market's volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies' generally stronger performance in recent years. But the biggest surprise so far this...
Are China trade tensions a concern among your clients?
May 28, 2019
Financial advisers need to be prepared to discuss China with clients, as the country will increasingly play a role in the global economy and will become more of an investment priority, according to a bonds expert. "China matters a lot to the...
