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Investors start to sue broker-dealers that sold GPB private placements

May 7, 2019

Individuals are starting to file arbitration claims against broker-dealers that sold private placements packaged by GPB Capital, which raised $1.5 billion from investors and is under investigation by state and federal authorities. GPB is facing...

Morningstar latest to launch investment model marketplace

May 6, 2019

Morningstar is the latest company to offer advisers a digital marketplace of third-party investment models and strategies. The new model marketplace will be available on Morningstar Office Cloud for no additional costs and will feature products...

Fidelity to start trading bitcoin

May 6, 2019

Fidelity Investments, which began a custody service to store bitcoin earlier this year, will buy and sell the world's most popular digital asset for institutional customers within a few weeks, according to a person familiar with the matter....

The longest bull market in history can't shake the skeptics

May 3, 2019

With the S&P 500 Index up more than 16% from the start of the year, the current bull market is officially the longest on record. But the latest mutual fund flow data suggest retail investors might be getting tired of the run. This year through...

Institutional investors want cryptocurrencies in their portfolios

May 2, 2019

About half of institutional investors consider digital assets to be worthy of holding in portfolios, according to a survey commissioned by Fidelity Investments. Fidelity, which began a custody service to hold bitcoin for its customers earlier...

Is time running out for advisers who sold GPB private placements?

May 2, 2019

Financial advisers and broker-dealers that sold $1.5 billion of high-risk private placements offered by GPB Capital Holdings should brace for the worst. A year ago, GPB Capital was supposed to file registration forms with the Securities and...

Do you know how to calculate after-tax returns?

May 1, 2019

Focusing on investment taxes all year — not just in April — can make a material difference in successful after-tax outcomes. In my discussions with both advisers and investors, I often see confusion about how to calculate after-tax returns...

Advisers put fundamentals ahead of sell-in-May warning

May 1, 2019

Historically speaking, there's a strong case for following the Wall Street adage to sell in May and go away until late fall. But there are exceptions to every rule, and that isn't even technically a rule. While most financial advisers tend to...

ETrade to add cryptocurrencies to platform

April 30, 2019

ETrade Financial Corp. is getting ready to let customers trade cryptocurrencies on its platform, according to a person familiar with the matter. (More:​ Cryptocurrency executive dies; takes access codes with him) The firm will start by adding...

Bob Doll says Fed likely will 'murder' economic growth

April 29, 2019

The next economic recession in the U.S. isn't likely to hit for at least a few years, according to Bob Doll, chief equity strategist and senior portfolio manager at Nuveen. He said the country's near-record period of economic expansion still...

Hot IPO market has some advisers seeing red

April 29, 2019

With 2019 shaping up to be one of the hottest years for initial public stock offerings since the late 1990s, financial advisers are often finding themselves in the position of disappointing clients who want their blessing to invest in the latest...

Morgan Stanley bear unbowed after bad call

April 29, 2019

Morgan Stanley's Mike Wilson acknowledges he made the wrong call on the U.S. equity market this year. But that hasn't dissuaded him from holding onto one of Wall Street's most bearish forecasts. With the S&P 500 Index at a record high after...

$1 trillion technology rally keeps on rolling

April 29, 2019

For technology stocks, the superlatives are endless this year. But rather than take profits and run, investors are flooding the space. The sector is outperforming every other industry. In 17 weeks, only one has seen technology finish in the...

Criticism of Richard Thaler proposal must not prevent discussion

April 27, 2019

The idea recently put forward by Nobel laureate Richard Thaler to allow Americans to contribute a portion of their 401(k) balances to the Social Security Administration in return for a higher income stream has been criticized from some in the...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

Fintechs find new focus helping clients with cash management

April 26, 2019

Cash management is suddenly one of the hottest trends in financial technology. Since Wealthfront launched Federal Deposit Insurance Corp.-insured high-yield savings accounts in February, the digital adviser said clients have deposited more than...

American Funds, Empower forge partnership on 401(k) managed accounts

April 26, 2019

Empower Retirement, one of the largest retirement-plan record keepers, and Capital Group, which sponsors the American Funds investment brand, have forged a partnership on 401(k) managed accounts that experts say offers a blueprint for how asset...

Cost of passive ESG investments falling

April 25, 2019

Despite steady growth in assets and net flows into environmental, social and governance investing, many advisers still believe ESG funds underperform traditional products. But objective evidence shows differently, according to Jon Hale, head...

Muni funds land a year's worth of cash in four months

April 25, 2019

It's only four months into 2019, and already mutual funds that invest in state and local-government debt have raked in more cash than they usually do in a year. Investors added $1.1 billion to such funds in the week ended April 17, the fifteenth...

Startup offers financing for employee stock purchase plans

April 25, 2019

Aaron Shapiro's quest to rethink employee stock purchase plans began with a startling insight: If only his mother had participated in one, she'd be a millionaire today. A few years ago, she asked her son for financial advice and mentioned her...

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