FA News

Beacon Pointe Acquires Heller Wealth With $390M In Assets

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It’s the Newport Beach firm’s 12th deal as it expands into the New York Tri-state area.

Zuckerberg's Calls for Regulation Are Seen Missing The Mark

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Critics says the Facebook CEO shouldn’t get to make the rules.

More Americans Likely To Buy Simplified Underwritten Life Insurance

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LIMRA also found that a majority of consumers are attracted to a combination life insurance product.

Growth Stock ‘Nirvana’ Gives ETF Record Inflow As Caution Fades

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Signs are emerging that appetite for risk may have room to grow.

How To Use Charitable Giving To Keep A Tax Bill Level

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People don’t want surprises when it comes to their tax bills.

Global Sustainable Investments Rise 34 Percent To $30.7 Trillion

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Money managers globally said clients increasingly ask for sustainable strategies and that climate change is a leading issue for investors.

Lyft Drops Below IPO Price As Street Questions Growth Path

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Volatility during the first few days after an IPO is not unusual.

Commodities' Best Quarter Since 2016 Is Tough Act To Follow

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Commodities were driven by supply concerns and optimism over demand.

Bitcoin Climbs To Highest This Year As Volatility Recedes

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The digital currency is back at a level last seen on Christmas Eve.

Ex-Barclays Euribor Traders Jailed For As Long As Five Years

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The sentence is a warning for those working in the finance industry, the judge said.

Avanath And OAG Launch QOF With $300M Funding Goal

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Avanath Development and Opportunity Assets Group have launched a Qualified Opportunity Zone Fund with a target goal of $300 million.

Halbert Hargrove Rebrands Tagline To Highlight Mission

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The new brand reinforces the firm’s focus on longevity.

Whistleblowers Awarded $50 Million By SEC In JPMorgan Case

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One informants will get $37 million, the third-biggest payout in the history of the SEC’s whistleblower program.

NYC Congestion Pricing Hits Speed Bumps Over Who Gets Exemptions

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Drivers with hardships or limited access to medical facilities are among those who may not have to pay.

White House Adviser Kudlow Calls For Fed To Cut Rates Half Point

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Fed policy makers last week projected they would keep interest rates on hold for the year.

Middle-Aged Gen Xers The Worst At Saving Money, Report Says

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Both baby boomers and millennials do a better job of saving money for retirement, according to a MetLife survey.

N.J. Approves State Retirement Savings Plan

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Employers with 25 or more employees will be required to participate if they don't have their own plans.

Vanguard Opts For Limited Addition Of China's Bonds To Its Funds

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Vanguard plans a 0.2 percent to 0.5 percent allocation to China bonds.

Stock Investors Don't Want To Hear About Your Yield Curve Panic

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Equity owners are too roughed up to care about your yield-curve panic.

Yellen Sees No U.S. Recession, Says Fed Won't Cut In 2019

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Former Fed Chair Janet Yellen said she’s more concerned about disinflation than inflation at this point.