FA News

Citi Wants To Bring Credit Card Perks Like Miles To Bank Accounts

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The firm is expanding perks designed for credit cards to encourage sales of other banking products.

Kamala Harris Calls For Full Repeal Of Trump's 2017 Tax Law

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Harris’s stance goes further than most Democrats, who have called for repealing parts of the 2017 law.

Wall Street Apps Target Customers' Forgotten Monthly Expenses

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The applications assist users in finding recurring fees.

Gundlach Says Buy Rate Volatility Via Treasury Bond ETF

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Interest rates cannot maintain the low volatility they’ve experienced in the past eight years, the billionaire fund manager said.

Millionaires Tell UBS They're Bullish On Stocks, Sitting On Cash

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A sunny outlook reigned among 57 percent of the survey’s U.S. respondents in a UBS survey.

Pacer ETFs Debuts Five Products

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Three new ETFs target free-cash-flow yield, while two employ a trend-following strategy to mitigate volatility.

European ETFs’ Strong ’19 Performance Defies Expectations For Slower Growth

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ECB’s accommodative monetary policy underpins European funds.

The Perfect ETFs For Income-Seeking Clients

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In this low-rate environment, it’s hard to get paid.

Trump's Trade Tweets Hammer China's Stocks And Currency

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The ChiNext Index of technology companies and small caps dropped the most since January 2016.

Former Merrill Advisor Forms Wealth Management Firm In Atlanta

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Craig Robson, who managed $450 million with Merrill Lynch, is launching Regent Peak Wealth Advisors.

Quant 'Goddess' Says Global Fund Giants Can't Beat Her In China

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The 49-year-old Stanford Ph.D. started China’s first enhanced index fund and has trounced the market since then.

Advisor Group Recruits Eight Female Advisors With $330M AUM

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The additions were announced during the IBD network's annual women's conference.

Trump May Redefine Poverty, Cutting Americans From Welfare Rolls

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The possible change appears to be the latest effort by the Trump administration to make it harder to access welfare programs.

Door Cracks Open For Pot Custody With YOLO ETF

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The first actively managed pot ETF in the U.S. is breaking down barriers for the industry.

40% Of Advisors Unhappy With Their Firms, Fidelity Survey Says

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The firm found that management support and growth potential are in many cases lacking.

Blackstone To Dive Into Impact Investing Led By Goldman Alum

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Private equity rivals including KKR & Co., Bain Capital and TPG have increasingly moved into impact investing.

Once Advisors Find Their Niche, They Never Let Them Go

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Advisors who have settled into specialized practices say they would never go back to being a generalist.

Fidelity Will Offer Cryptocurrency Trading Within A Few Weeks

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But the asset manager will target institutional instead of retail customers.

Some Ways For Advisors To Reach Boomers? Social Media, Plus Golf And Wine

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A 30-something tells advisors to be bold in communicating with potential boomer clients.

More Advisors Bringing Up ESG Investing With Clients

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About 83 percent of advisors in a Nuveen survey said they felt comfortable with responsible investing.