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DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

June 19, 2019

As fears of an economic slowdown and a recession continue to climb, including new signs that the Federal Reserve​ is​ on track to cut interest rates later this year, financial advisers are revisiting the pros and cons of turning to gold...

Tax considerations when gifting stock

June 19, 2019

Gifting stock to friends and family members can be tricky — there are several ways investors can get tripped up and make a poor decision from a tax standpoint. Below are some considerations for financial advisers to ensure their clients are...

Everyone knows the wholesaling model is flawed. Here's what to do about it

June 19, 2019

The financial adviser business model has evolved numerous times over the past 40-plus years. In the 1970s and '80s, for instance, mutual fund commissions were as high as 8%. When those rates eventually came down, advisers adjusted. More recently,...

SEC exploring how to give more investors access to private placements

June 18, 2019

The Securities and Exchange Commission is looking for ways to allow more investors to buy unregistered securities and enable emerging companies more easily to raise capital. The agency issued a concept release Tuesday that examines ways to "simplify,...

New sources for data on model portfolios could help increase adviser adoption

June 18, 2019

As the number of model investment portfolios available to advisers continues growing alongside digital marketplaces for advisers to buy them, some see an opportunity to help advisers evaluate this expanding ecosystem. One company making the...

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...

Don't bet your retirement on a fake track record

June 17, 2019

Suppose you like to play the horse races, and your bookie tells you he has developed a surefire, computer-generated formula for picking winners. It's based on hundreds of variables such as the weather and a horse's age, and he has "backtested"...

Target-date fund design may be wrong for retirees

June 17, 2019

Prominent retirement researchers are questioning whether target-date funds, the golden goose of the 401(k) industry, are structured appropriately. TDFs have become the preferred investment for 401(k) savers, now holding about $1.1 trillion in...

ETF traders push back against proposal for bond reporting lag

June 17, 2019

An audacious plan to give bond dealers more time to reveal large corporate-debt transactions has sparked a blowback from traders of exchange-traded funds. Jane Street Group, one of the largest ETF market-makers, hedge fund Citadel and an association...

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...

Redefining 'tunnel vision'

June 13, 2019

Many Mid-Atlantic and New England drivers heading south often take a shortcut: the almost 18-mile-long Chesapeake Bay Bridge-Tunnel, linking the Delmarva Peninsula with the Norfolk/Virginia Beach area. Consisting of two bridges, miles of causeway,...

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 —...

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...

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...

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...

Robo offers SRI portfolios supporting racial justice

June 6, 2019

OpenInvest, a digital advice startup focused on impact investing, is putting 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...

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...

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...

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