FA News

LPL Offers Advisors Model Portfolio Focused On Blockchain Tech

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The portfolio will focus on companies developing and implementing blockchain technology.

Debt, Tariffs Seen As Biggest Threats To Strong Economy By CIOs

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Free trade has raised the living standards of populations around the world, the money managers said.

Rich Looking To Dodge Property Tax Caps Turn To Alaskan Trusts

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Tax advisors say strategy is best for the well off, but not the super-rich.

Powell Styles Himself Fed Chairman For The People As Rates Bite

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Jerome Powell's shift toward plain-spokenness comes as the Fed approaches a treacherous policy juncture.

New Alliance Promotes Annuities

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AIG is among the founders of the alliance, which is promoting the benefits of annuities to investors and advisors.

The Appeal Of Currency-Hedged ETFs Isn’t What You Might Think

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These types of funds are more than just trying to outwit currency markets.

Dynasty’s New Program Aims To Help Its Multi-Billion-Dollar Firms

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Dynasty says larger firms face unique situations.

This RIA Knows How To Treat Its Employees

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Patios with mountain views, an art gallery and lots of other benefits have led to recognition for this RIA.

Investors Have Edge With Balanced Funds, Morningstar Says

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Returns on balanced funds have edged out those of open-ended funds over the past decade, the firm says.

Majority Of Wealthy Clients See Money As Key To Happiness, Survey Says

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Men, however, are more driven than women to accumulate money for money's sake, the survey found.

Advisory Industry Splits Along Familiar Lines In Debate Over SEC Best-Interest Rule

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Broker groups told the SEC a broad fiduciary standard is unnecessary; advisor and consumer groups disagreed.

How Advisors Can Prepare For An Era Of Portfolio Decumulation

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A Morningstar conference panel touted a multipronged approach to generating income from a portfolio.

Millionaires And Billionaires Now Control Half The World's Personal Wealth

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That's up from slightly less than 45 percent in 2012, according to the report.

Wealth Managers, Stop Cutting Those Fees If You Want To Survive

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Private bankers generally charge one in three customers fees that are below what they could be, a new report says.

Trump Foundation Sued By New York For Violating Charity Law

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Prosecutors allege the foundation operates without any oversight by a functioning board of directors.

Fidelity Brings Together Firepower Of Star Managers For New Fund

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Fidelity Global Growth and Value Class fund marks the first time the managers will run a fund together.

ProEquities Launches Cybersecurity Platform

by FA Staff

The platform provides enhanced safeguards for devices and advisor workstation.

Here's How Investors Can Cash In On The World Cup

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Bar operators, retailers and jersey suppliers are among the event's beneficiaries.

Cohn Says Trade Disputes Could Wipe Out Tax Cut Benefits

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Gary Cohn said an escalating conflict over trade could even provoke a recession in the U.S.

Edward Jones Plans Aggressive Growth In 10 Markets

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The retail advisory firm says it can support 5,000 more advisors in target big cities.