FA News

SALT-Hit States Get Tax Windfall After Struggling With Forecasts

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It still remains to be seen how much of the windfall will be recurring or if it’s a one-time bounty.

Understanding The Softer Side Of Retirement Planning

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Advisors need to go beyond money and bring a personal touch to retirement planning, Robert Laura said.

Fed Seen As More Likely To Cut Rates After U.S. Tariff Boost

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The tariffs could put a drag on the economy, increasing pressure to lower rates.

Climate-Action Delay May Cost Investors More Than $1 Trillion

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Extreme weather events, including floods and tropical cyclones, are already hitting business operations, the U.N. report said.

Families Can Preserve Their Wealth By Talking About It

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Wealthy families often see their wealth disappear because children are kept out of money matters, this advisor says.

U.S., China Likely To Settle Trade Dispute, Says PIMCO CEO

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PIMCO CEO Emmanuel Roman also said that more consolidation is coming to the asset management industry.

NYC Leaves Billions In Sandy Aid Unspent, Adding To Storm Risks

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The city has about 500 miles of vulnerable coastline with about $102 billion worth of property.

A Short Seller Bets It All On A Spectacular Market Crash

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It’s an audacious contrast to what’s been the most popular trade in town for years: wagers that stocks will keep rising.

Trump Baffles With 'No Rush' China-Trade Tweet, Delete, Retweet

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S&P 500 futures have been steadily pulling back since the tweet was first published.

Morningstar Announces 2019 Winners For Investing Excellence

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The honorees included Dan Fuss, portfolio manager of the Loomis Sayles Bond Fund.

Reverence Capital Buys Advisor Group

by FA Staff

The IBD network's CEO Jamie Price says it is entering the early innings of the fiduciary era.

Lawmakers Tell IRS: Go After Wealthier Taxpayers

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As the tax gap grows, the odds of being audited shrink to less than 1%.

Corporate Bond Market's Merger Fever Leaves Some Buyers Cold

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Companies want to tap the bond market for acquisitions, but a deluge of issues might scare off investors.

AQR’s Asness: No Simple Explanation For Quant Failure In 2018

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It's hard to pinpoint just one reason multifactor strategies did poorly last year, says Cliff Asness.

Only 13% Of Investors Keep Their Parents' Advisors, Survey Says

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Once your clients' children turn 50, it will be even harder to keep them, according to Cerulli Associates.

Pimco Brings On Nobel-Winning Economist Thaler For Advisory Role

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Richard Thaler will research decision-making about retirement saving for the firm.

Strong Economy Might Augur Second Half Rate Hike

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In lieu of a recession, interest rates could rise, said Sonal Desai, CIO in fixed income at Franklin Templeton.

Eisman Says Recession Would Spur 'Massive' Corporate Bond Losses

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The corporate debt market will suffer huge losses in a recession, says Neuberger Berman's Steve Eisman.

Reverence Capital Close To Deal For Advisor Group, Bloomberg Reports

by FA Staff

Investment bankers say Reverence might pay as much as $2.4 billion for the IBD network.

Investing Is Behavior As Much As Knowledge

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Clients need to know they have some control over their own behavior, even in risky markets.