FA News

DoubleLine's Barach Questions Fed Rate Push

by

DoubleLine Capital doesn't share the Fed's concerns about inflation, says the company's leading bond manager.

Fed's Low Rates Hurt Retirement Savers, Congress Told

by

The low rates make it hard for workers to build a sufficient nest egg, conservative think tank researchers said.

'Untested' ETF Market Worries Top Speed Trader In U.S. Equities

by ,

The growing market for exchange-traded funds hasn’t been fully put to the test, according to a top trading firm.

Advisors, Investors Both Support DOL Rule, Insurer Finds

by

Advisors and investors are concerned about politics and policy, but support fiduciary regulations, a new study says.

Insurance-Dedicated Funds: The Hot New Way To Avoid Taxes

by ,

These funds have entered the mainstream and are gaining popularity among the wealthy.

Equities Turn So Hot Even Central Bankers Are Taking Notice

by

A record number of fund managers also see equities as overpriced.

Wealth Management Industry Hit by Lower Fees, Fewer New Clients

by

Advisory firms need to move beyond their baby boomer customer base if they want to thrive, a new report says.

After Trillion Dollar Exodus, Prime Funds Still Await Rebound

by

Many big operators realize the cash isn't coming back soon.

Men Aren't The Smartest When It Comes To Credit

by

Many, however, think they are. A new survey says women have them beat.

Candidates Sought For Research Paper Award

by

The award will be given for the best research paper on the topic of behavioral finance.

ICI, SIFMA Experts: Cutting Stock Market Conflicts Could Save Investors Money

by

Retail investors are hurt by a system that pits the interests of broker-dealers against them, said ICI and SIFMA experts.

UPS To Freeze Pensions For 70,000 Workers To Reduce Costs

by ,

Starting in 2023, UPS will begin a 401(k) plan placing between 5% and 8% of a worker’s eligible salary into the plan.

U.S. Stocks Sink Most Since May, Treasuries Slide

by ,

Investors grew uneasy amid a global cyberattack and another setback to the Republican agenda in Washington.

Upward Mobility More Unlikely For Americans: IMF Report

by

The group blames tech changes, low productivity growth, smaller income increases for higher skills, and an aging population.

Warn Clients About New Scams Involving The IRS

by

The IRS is warning about two tax scams.

Hospitals Attack GOP Health Bill In $1 Million New Ad Campaign

by

Powerful hospital and medical school lobbying groups are spending at least $1 million on television ads opposing Senate Republicans’ plan to repeal and replace Obamacare...

California Moves Forward On Letting Customers Sue Banks

by

Under the bill, judges could override contract clauses that require customers to settle disputes through arbitration in certain cases.

$3.5 Billion UBS Honolulu Team Moving to Raymond James & Associates

by FA Staff

Raymond James' retail unit has recruited six advisors managing $3.5 billion to its Honolulu branch.

Go Short On American Stocks Says This $500 Billion Fund Firm

by ,

An AllianceBernstein team is betting against U.S. equities and Russell 1000 indexes.

Fed Up With Tax Stalemate, FedEx CEO Pushes Alternative Solution

by

The FedEx plan increases employer Medicare taxes and limits tax cuts for high-income “pass-through” entities like LLCs.