FA News

Mortgage-Bond Investors Eyeing Hedge Before 'Pain Trade' Strikes

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Mortgage-backed securities traders are taking a hard look at buying protection against falling bond yields.

Thorough Social Security Analysis Can Cement Client Relationships

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Advisors should do a deep-dive analysis of their clients' Social Security needs, an Allianz Life executive says.

Crypto Industry On 'Brink Of An Implosion,' Researcher Says

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The market failed to rally even amid strained China-U.S. trade relations and Brexit-related troubles.

Star Managers Giving Gains Back In Hottest Area Of Stock Market

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While the losses are a blip in long-term charts, they highlight the pain endured when equity leadership reversed.

Parents Spend Twice As Much On Adult Kids Than Retirement, Survey Says

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Yet most parents also say the high cost of raising a child is "worth it."

College Endowments Hit Record Values, And Maybe Ire Of Lawmakers

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Complaints by colleges about new taxes on their endowments is falling on deaf ears.

2018 Echoes 1987 As Central Banks Shift Toward Tighter Policy

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Investors may need to prepare for tighter monetary policy than they now expect.

A Hedge Against Risk That Investors May Be Ignoring

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Factor investing can be a potent source of return and lower risk, a Northern Trust strategist said.

The Bond Market's $1 Trillion Deficit Spiral Has No Political Fix

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No matter what happens in the midterm elections, the market expects the U.S. to pile on more debt.

Republicans Fought Obamacare. Now They're Campaigning To Save It

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GOP candidates in key races are playing defense on a hot-button issue.

Advisors May Have Millennials All Wrong, Study Finds

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The majority of millennials want face-to-face interactions with advisors, according to a new study.

The CFP Board And Wharton Launch Client Psych Course

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The CFP Board and the Wharton School have created a client psychology course for finance professionals.

Hedge Fund And ETF Stalwarts Squeezed Hardest In Stock Selloff

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Following the speculative money or riding the passive flows isn’t working -- for now.

Bonds In $916 Billion Wipeout Spark Fear Of Worst Run Since 1976

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American high-grade obligations are down 2.53 percent in 2018.

Nobel Winner Vows 'Zero Tolerance' For Lazy, Untested Economics

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“If I think it might be wrong, it is my job to say it is wrong,” the New York University professor said.

Ron Carson Says Be A Battleship, Not A Sailboat

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The Carson Group founder told advisors how to navigate future currents at the FPA’s national conference.

Morgan Stanley Brokers, Bankers To Get New Tech-Friendly Offices

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More workers will get views of the Statue of Liberty, but they're losing the kombucha on tap.

Trusts Can Make Tax-Smart Inheritance Tools For Wealthy Clients

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High-net-worth clients can see tax benefits and other advantages by providing for their heirs with trusts instead of through wills...

Wall Street's New Left: Millennials See A Politics Beyond Profit

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A new generation of finance professionals are embracing progressive politics as never before.