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Loomis Sayles' vice chairman can't reconcile CBO smaller defense-spending projections with the stark reality that the U.S. is facing a world where a stable balance of power is disintegrating.
DoubleLine CEO Jeffrey Gundlach said this morning U.S. equities and 10-year Treasury bonds had reached their lows and that he expected stocks to rally.
ProShares has teamed up with Morningstar to launch an ETF designed to offer advisors a one-stop solution based on a Morningstar index consisting of seven different alternative strategies.
Disruptive technologies are likely to render today’s robo advisors obsolete while producing huge challenges for investment advisors targeting the coveted 1 percenters, says Edelman.
Finra executive vice president of regulatory operations Susan Axelrod says the agency is considering whether to post brokers' Series 7 scores on BrokerCheck, its public Web site.
What makes the transitions at both firms all the more remarkable is that they had a few senior principals well into their 60s or older who controlled 50% of the equity or more.
“Wouldn’t it be a kick in the head” if the Federal Reserve Board raised interest rates and long-term 10- to 30-year Treasury bonds went up in price as their yields declined?
How does the oblivious behavior of the financial markets square with the spread of disease and anarchy portrayed continuously on the nightly news and other vehicles that could be named “60...
The new unit also aims to create a Tiger 21-style network for top RIAs focused on alternative investments.
Financial Advisor magazine has learned that Fortigent's Scott Welch will be the latest high-profile executive leaving an LPL Financial's investment unit.
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Life insurance allows retirees to spend a higher percentage of their portfolio after they stop working, tap emergency cash if needed, and pass more wealth to their spouse and heirs. + Read more
Thornburg expands on Bill Bengen's research by offering a strategy that it asked Bengen himself to study and may allow higher withdrawals than he originally proposed. + Read more