FA News

Retirement Plan Sponsors Refocusing 401(k) Efforts, Fidelity Says

by

Retirement plan sponsors are shifting concerns from cost cutting to helping employees, Fidelity says.

Wells Fargo Tests Investor Patience With New Scandal Details

by

The bank disclosed earlier this month that it faces a U.S. inquiry into its purchase of low-income housing credits.

Wells Fargo Eyeing Piece Of The $1.4 Trillion Student-Debt Pie

by

The bank has identified students as a fast-growing market to tap.

Elon Musk's Tweet Draws Tesla Investor Lawsuit Over Share Price Swings

by ,

Musk lied about funding for going private so he could push shares higher, the lawsuit alleges.

Post-Reform Tax Moves Planners Overlook For Wealthy Clients

by

Advisors may be missing strategies that have come to the forefront with federal tax reform.

IRS Floats New Regulations For 529 Plans

by

The new regs come on the heels of last year's tax reform and changes to 529s in the tax law.

$100M Pension Scheme Nets Thousands Of Victims, Lawyer Says

by

Victims are filing suit to recoup money lost in opaque and risky investments, a lawsuit says.

Advisors Need To Stop Investors From Playing It Too Safe, Cerulli Says

by

Investors sometimes focus on downside protection to their own detriment, according to a new Cerulli study.

Can Alternatives Spruce Up Target-Date Funds?

by

Alternatives might boost retirement income in target-date funds, but what harm might fees and illiquidity cause?

Mortgage Investors Seek Higher Ground Before Fed's $1.7 Trillion Flood

by

As the Fed unwinds its purchase of mortgage-backed securities, investors are bracing for a supply gut.

WisdomTree Debuts Two Actively Managed, International Multifactor ETFs

by

The funds focus on four factors while hedging currency risk.

Many Of The Best Wall Street Jobs For Women Aren’t On Wall Street

by ,

Schwab, Dodge & Cox, and Franklin Resources are top ranked based on their numbers of women portfolio managers.

Highest Core Inflation In Decade Flattens Real U.S. Wage Growth

by

Year-over-year inflation rose to 2.4 percent as measured by the Consumer Price Index.

MassMutual Is Weighing Sale Of OppenheimerFunds Division

by

MassMutual is working with advisors to evaluate a sale of OppenheimerFunds.

Raymond James Attracting Advisors As Migrations Mushroom

by

The broker-dealers industry is in flux, and Raymond James is looking to gain a large share of advisors.

New Finra Study Finds Explosive Growth in Number of Hybrid Reps

by

The growth in the number of “hybrid” brokers has exploded, Finra says, amid questions about their fiduciary roles.

Fed Dove Evans Veers In Hawkish Direction Over Rate Outlook

by

The Federal Reserve may need to raise interest rates to combat the effects of recent fiscal stimulus.

How Advisors Help HNW Clients ‘Collaborate’ On Divorce

by

They help splitting spouses retain more wealth for themselves, their kids and their charities.

Nightmare Clients? Here’s How These Advisors Treat Them

by

Some clients just won't click with your style. And nothing you do seems to help the situation.

Grantham: We're Losing The 'Race Of Our Lives'

by

Climate change is accelerating, threatening the world's food supply and all of human civilization, Jeremy Grantham says.