FA News

Stifel’s RIA Subsidiary Buys Rand & Associates To Create $12B RIA

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The purchase by 1919 Investment Counsel gives it a long-sought physical presence on the West Coast.

Why 'Don't Retire' May Be The Best Advice For Some Clients

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Advisors need to free themselves and their clients from the idea that a "retirement age" actually exists.

Why Clients Say Financial Freedom Trumps Retirement

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Most people want financial independence more than a work-free life.

How Dealmaking Has Changed In The Decade Since The Crisis

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By 2013 companies started to open their pocketbooks again—and they haven’t looked back.

As U.S. Stocks Continue To Rise, More Value Lies Abroad

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International investing may help protect investors when the U.S. returns to normal, investment strategists said.

El-Erian Warns On Rotation Into Emerging Markets Amid S&P Rally

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Rising oil prices and a strong dollar could undercut emerging economies, he warned.

Institutional Investors Are Using Back Door For Crypto Buys

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Institutional investors have become the biggest buyers of large swaths of digital coins.

Manhattan Home Sales Tumble In A Market Clogged With Listings

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A surging stock market typically fuels buyer bullishness on Manhattan real estate—but not this time.

Citi, JPMorgan And Others Sign On To Boost Diversity In Finance

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A goal is to ensure professionals in the investment business are as diverse as the clients and communities they serve.

Jeff Bezos Blinked; Amazon Raises Minimum Wage In U.S., U.K.

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Analysts don’t expect the wage hike to have much impact on costs.

Nafta By Any Other Name Is Just Fine With Corporate America

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Nafta will live on, with a few modest tweaks.

SEC Spots Way To Starve The Most Suspicious Penny Stocks

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The SEC is considering restricting price quotes on OTC companies.

Another Reason Not To Chase Hot ETFs

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Equity ETFs tend to underperform after experiencing big inflows.

Five Tools To Upgrade Your Social Media

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Social media strategist Crystal Washington shares a few easy-to-use tools for creating content.

The America First Trade Is Unwinding

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The latest evidence that the trade is losing steam shows in U.S. stocks.

Leading Advisors Say Alternatives Provide Income Clients Need

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With interest rates low and slowly rising, alternatives may provide more income and stability than bonds.

Pimco Total Return Risks First Losing Year Since Gross's Ouster

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The fund has been hurt by rising interest rates and emerging-market bets.

A New Way For Clients To Postpone Capital Gains Taxes

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Investors can defer paying capital gains taxes by participating in a new federal program.

Yardeni: Why One Should Be Bullish On Stocks, Bearish On Bonds

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Maybe the U.S. will continue to have rolling recessions like the energy bust in 2015 and the mall calamity in 2017.

Financial Advisors Should Question Tax Preparers About Protecting Data

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HNW clients’ electronic data is especially prized by thieves.