FA News

More Retirement-Age Clients Facing New, Unexpected Expenses

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Northern Trust experts discussed several financial planning trends at a recent event.

These People Pay The Most Overdraft Fees

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A new report shows just how much of a bite that overdraft fees can take out of some consumers.

LIMRA Considers Blockchain Tech For Insurance Applications

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LIMRA will explore how blockchain technology can be implemented in the insurance industry.

Active Funds See Advantage In Targeting Ignored Stocks

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Lack of sell-side analyst coverage means more overlooked stocks and better upside opportunities, managers say.

BlackRock, Vanguard Say Bond Market's Got This Trade All Wrong

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Two titans of the bond market are still clinging to the idea that inflation is going to make a comeback.

Advisors Must Become Teachers To Save Clients From Themselves

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High-net-worth clients are demanding more education and communication from their financial advisors.

U.S. Muni Bond Sales Fall

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These securities are on course for a long-term supply drop.

Bitcoin Sets A Record But Volatility Remains Crazy

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Recent moves highlight the speculative games being played by Bitcoin traders.

Emerging Markets Can Keep Surging, Managers Say

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Emerging markets have outgrown U.S. and developed markets of late.

Vanguard Puts Rivals On Notice: Fee Wars Will Only Heat Up

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Vanguard Group has a message for competitors trying to undercut its prices: Game on.

Credit Card Rewards Are Playing Harder To Get

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While banks compete for new customers, they also want to make sure they’ll ultimately make money on them.

Getting That ETF Approved May Grow Easier As SEC Shakes Up Team

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Staffing changes at the SEC have spurred speculation that innovative funds may find it easier to gain approval.

Big Health Insurers Beat On Wall Street, Ignoring D.C. Chaos

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All six of the major health insurers topped Wall Street expectations in the second quarter.

Obamacare-Shy Insurers See Profit And Growth In Care for Seniors

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Big insurers have retreated from Obamacare’s individual market and focused on a Medicare program for seniors.

Canada Tries Trading Marijuana In New ETF

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The new fund arrives as Canada is on track to legalize recreational marijuana by July 2018.

Investor Fear Sustainability Of Dow Gains

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The number of winning stocks relative to losers is weakening even as the major U.S. indexes hover near record highs.

Nancy Skeans Becomes Second Schneider Downs CEO

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She succeeds Don Linzer as part of the wealth management firm's succession plan.

Boston Hedge Fund Manager Arrested And Charged With Ponzi Scheme

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Raymond Montoya, who led the RMA Strategic Opportunity Fund, was charged by federal prosecutors.

Goldman's Quant Unit Rebuilt On Lessons Learned In 2007 Meltdown

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Without losing faith, the group has rebuilt the strategies with less leverage and more diversity.

Susan John To Head CFP Board's Board of Directors In 2019

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John was elected 2018 chair-elect of CFP Board of Standards' board of directors.