FA News

The Top Twelve Ways Advisors Waste Time And Money

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Financial advisors could be more efficient and earn more money, TD Ameritrade says.

Three Major Trends That Shaped Global Economy For Decades Are About to Change

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Governments and investors will have to adjust their game plans in a world of changing economic fundamentals.

Krawcheck To Start Women-Focused Digital Investing Platform

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Sallie Krawcheck, the former Bank of America and Citigroup executive, is adding a female-oriented investing platform to her ventures meant to promote women in business.

What Obama And Trump Can Teach Advisors About Social Media

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Marketing today means great content in real time, David Meerman Scott told attendees at FPA's annual conference.

Michael Kitces Trades Jabs With Leading Robo-Advisor

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FPA BE put two intelligent thought leaders in one room to battle on the topic of robo-advisors.

Reaves Launches Active Utilities ETF

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The industry’s first actively managed utilities ETF aims to stand out from the passive pack.

Employees Value SRI For Retirement Plans

by FA Staff

Participants in employer-sponsored retirement plans want socially responsible investing options, a study says.

NY Advisor Pumped And Dumped Barnes & Noble Stock, SEC Says

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A Park Avenue financial advisor has been barred from the securities industry for allegedly making a $168,000 profit when he inflated Barnes & Noble's share price by saying his firm was going to buy...

Pathstone, Federal Street Merge To Create $8 Billion Multifamily Office

by FA Staff

Pathstone Family Office (PFO) of Fort Lee, N.J...

Active Fund Management Has Strong Place In Current Market

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Two financial industry leaders talk about the current market and a manager's role in a Prudential webinar.

Will Advisors To Special Needs Clients Use ABLE Act Accounts?

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Many advisors are skeptical about the utility of the new accounts, which have disadvantages for users.

Discounts In Real Estate Stocks Set Stage For Buyout Spree

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Real estate investment trusts-- companies that own properties such as luxury hotels, office towers and shopping malls -- are trading at an almost 15 percent discount to what investors would pay for...

Familiar Faces Charged With Fraud in $72M Pump-and-Dump Scheme

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Six men, including a father and three sons, have been implicated in a $72 million pump-and-dump scheme involving the now defunct Bermuda-based Gerova Financial Group.

Florida Firms Merge To Create Unusual RIA

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Florida-based Private Wealth Alliance brings its rapport with institutional advisors to Independent Financial Partners' hybrid RIA, creating an unconventional new firm.

CFP Board: Consumers Want Advisors, But Don't Trust Them

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However, more consumers are looking to advisors to help, according the a CFP Board survey.

An ETF That Embraces Market Timing

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The Hull Tactical Asset Allocation Fund combines data and predictive analytics to time market movements.

LPL To Pay $1.4M Fine In Settlement For Non-Traded REIT Sales

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LPL Financial settles cases brought by state regulators over sales of non-traded REITs and leveraged ETFs.

Emerging Markets Are Facing A Big Foreign FX Debt Bill

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The extent of emerging markets' foreign-currency borrowing binge is laid bare in new number-crunching from CreditSights.

Go Midwest, Young Techie: Silicon Valley Too Pricey for Startups

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High prices on the West Coast are making it easier for the fresh crop of computer-science graduates and other techies to choose growing heartland hubs.

Dartmouth Endowment Gains 8.3% On Real Estate, Venture Capital

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The median return for endowments and foundations with more than $500 million this year is 3.6 percent.