Evan Simonoff

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Dan Fuss: Defense Spending To Upend CBO Projections

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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.

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Gundlach Sees Stocks, 10-Year Treasurys Hitting Lows

by FA Staff

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.

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ProShares, Morningstar Launch One-Stop Alternatives ETF Solution

by FA Staff

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.

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Ric Edelman: Kiss The 1% And Today’s Robo Advisors Goodbye

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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.

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Finra Exec: Agency Is Studying Series 7 Scores, Correlations

by FA Staff

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.

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The Wrong Story

by Evan Simonoff

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.

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Gundlach: Long-Term Treasurys May Tell Fed ‘Make My Day’

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“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?

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Stop The World

by Evan Simonoff

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...

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Aequitas Capital Launches New Unit To Invest In RIAs

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The new unit also aims to create a Tiger 21-style network for top RIAs focused on alternative investments.

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