FA News

Dementia Suspected? See A Financial Advisor Before An MD, Expert Says

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Advisors should be the first line of defense for clients who suspect cognitive decline, she says.

Advisors More Stressed Out Than A Year Ago, Says FPA

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Poor time management, technology, work-life balance, building business and client expectations were among the causes.

Elephant In The Room: Health-Care Costs Not Being Addressed

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It’s imperative to include health-care expense planning as part of a holistic retirement savings strategy, Nuveen says.

Veggie Burger Mania Hits Corporate America After Beyond IPO

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Not as frenzied as the crypto and pot trends, the veggie burger stampede is in swing.

HighTower CEO Elected To FSI Board Of Directors

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Bob Oros is head of one of the nation's largest RIA aggregators.

Creating An ‘Antifragile’ ETF Portfolio

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Certain products can shield portfolios from market tumult.

Yes, Trump Tariffs Are Costing Billions. No, China Isn't Paying

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Ultimately, U.S. businesses and consumers pay through higher costs, economists say.

Traders Obsessed With S&P 500 Should Be Watching Another Number

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Getting a handle on how President Donald Trump’s latest tariff campaign will affect corporate profitability has become a critical mission for investors.

N.J. Millionaire's Tax Has No Chance, Top Lawmaker Says

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The state's Senate president said he instead wants to hike taxes on corporations.

BlackRock Strategist Says Yield Curve Is Losing Predictive Power

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Low interest rates have impacted the curve's ability to predict recessions, a firm strategist said.

Gundlach Sees Better Than 50% Chance Of Higher China Tariffs

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DoubleLine Capital's Jeffrey Gundlach also said the U.S. economy is "rudderless."

Janney Montgomery Rep Charged With Improper Fund Sales

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The Massachusetts broker cost clients $200,000 through excessive class A share sales, state regulators alleged.

Advisors Risk All If They Don't Wise Up To Cyber Risks

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A security consultant told advisors how cybercrime cost him his business and his money.

Bitcoin Bounds Toward $6,000 As More Institutions Embrace Tokens

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The world’s most-followed cryptocurrency has surged more than 50 percent in 2019.

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.