Displaying 67 results
Two-thirds of US savers are leaving interest on the table
Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.
BNY Mellon ups its cash management game
Its expanded LiquidityDirect platform provides access to various short-term cash management funds, strategies and even community banks.
Look before leaping onto platforms offering elevated FDIC-insured deposits
Fintech firms are falling over themselves to court cash deposits, with both Betterment and SoFi announcing expanded FDIC coverage over the past week.
J.P. Morgan partners with cash management platform Trovata
Trovata will host the Morgan Money corporate investing and trading solutions.
Financial advisers starting to view economic outlook as a glass half empty
The results from the most recent InvestmentNews survey shows sentiment is turning south.
Advisers walk fine line when managing client cash
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
Rising inflation? No problem for fans of emergency cash
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
Vanguard’s first active bond ETF has ‘disruption’ written all over it
The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.
The latest in financial #AdviserTech — February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Troubled SAC Capital hedge fund becomes a family office
Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.
What is impact investing and which wealth demographic cares?
The segment is growing in importance among your future top clients.
Citigroup’s Mexican unit under FBI scrutiny for alleged fraud
Breakfast with Benjamin: Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.
No edge for active managers as stock prices diverge
Still, investors can bet on managers who can outperform
Barclays looks like the latest bank to back away from commodities trading
Breakfast with Benjamin: Barclays backing away from commodities. Plus: Goldman hangs tough in the commodity-trading arena, getting esoteric with income investing, riding on an M&A high, and IRS bonuses whether you've paid your taxes or not
Ukraine’s new resistance to Russia draws attention back to the macroeconomic fallout
Friday's menu: Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
Investors cool to bank loan funds and performance could be a casualty
Search for yield, along with a more predictable Federal Reserve has investors dumping adjustable-rate bank loan funds.
Rising stock market volatility is no “sell” signal
Strategists are still finding value in equities as the bull ages; more advisers warming to real assets.
Sugar-coating the data to downplay retirement-income challenges
Breakfast with Benjamin: Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.
After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers
With two money manager acquisitions in the bank this week, industry watchers see more on the way. Which firms are top targets?
Advisers say clients are calm, cool as market crumbles
Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise
