FA News

REITs Crush S&P 500 In Months Since Trade Skirmish First Flared

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Real estate investment trusts, insulated from tariffs, have blown past the S&P 500 recently.

Despite Tariffs, Investors Can't Afford To Ignore China, BlackRock Says

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China is the lead economy in an emerging markets sector that continues to fuel global growth, the firm said.

Advisor Overcharged Retired Clients, Gave Risky Advice, SEC Alleges

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The advisor and his firm also charged excessive fees putting clients in unsuitable investments, the SEC said.

Walk Softly But Keep A Strong Balance Sheet

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T. Rowe Price doesn’t expect a recession before 2020, but it’s slightly lowering equity positions, says CIO.

House Passes Bill To Ease Regulations On Small Advisors

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The bill would require the SEC to expand its definition of what constitutes a "small" advisory firm.

Dow 30,000? You Don't Have To Be Crazy To Believe, Gartman Says

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The publisher of the Gartman Letter said a 20 percent rally is "technically possible."

Dynasty's 10 Tips To Ramp Up RIA Business

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Shirl Penney of Dynasty Financial Partners says the biggest firms are going to absorb the most assets.

Low-Cost, Local Marketing Can Enhance Advisor Growth

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Focusing outreach on a local level can go a long way toward building your advisor practice, this consultant says.

When Wives Earn More, Both Spouses Underreport Wife’s Earnings

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Misrepresentation of earnings can skew national statistics and impact the understanding of income, inequality and poverty.

A Hidden FANG Trade Is Rising Thanks To These Exotic Bonds

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FANG-linked structured notes are designed to take the edge of volatility at the cost of upside.

Bitcoin Tests $7,500 As Crypto Tokens Rally Back To June Levels

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A report that BlackRock is considering investments in Bitcoin has helped fuel the rally.

This Online Tool Can Help Clients Improve Their Credit Scores

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The firm that created the FICO credit score says its tool tells consumers what steps to take to repair their scores.

Wall Street Dark Pools Set To Come Out Of Shadows Thanks To SEC

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The SEC is set to vote on rules that would lift the veil of secrecy from "dark pool" trading venues.

House Votes To Ease Financial Rules In Rare Bipartisan Move

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The rules include provisions that make it easier for investors to invest in start-up companies.

Four States Claim Federal Tax-Deduction Cap Infringes Rights

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They sued the Trump administration to invalidate the new $10,000 cap on the federal tax deduction for state and local taxes.

Advisors Instill Confidence, Study Says

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Individuals working with an advisor are better at balancing current and future spending, a new survey says.

Journal Of Financial Planning Given Excellence Award

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The FPA publication received the APEX Awards for Publication Excellence.

American Funds Launches ABLE Account

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ABLEAmerica savings accounts allow the disabled and their families invest in tax-advantaged accounts.

Genstar Capital Becomes Majority Owner Of Cetera

by FA Staff

Genstar Capital also owns major equity stakes in AssetMark, Mercer Advisors and Ascensus.

Why Women, Generation X Are So Far Behind The Retirement Eight Ball

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Six in 10 women and seven in 10 Gen Xers did not know their personal net worth.