FA News

OPEC Sees Weaker Demand For Its Crude As U.S. Supply Thrives

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Growing U.S. production and supply and lagging demand are putting pressure on OPEC.

Traders With $515 Billion Boycott Stocks For Cash Despite Rally

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Many investors in a recent Bank of America Merrill Lynch survey are unmoved by the recent rally in U.S. stocks.

Lower Returns Expected—What Will Clients Say?

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Advisors need to prepare their clients for a sea change in market returns.

Fear Of Filing? Some Taxpayers Finding Tax Bills, Not Refunds

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Even though their taxes are lower, many Americans are paying more this tax season.

First U.S. Pension Funds Take The Plunge On Crypto Investing

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Two Virginia pensions are anchor investors in a cryptocurrency-focused venture capital fund.

California Firm Makes A Connection With Networking Women In Financial Services

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Professional women in the financial services industry can network -- for a price -- in The W Source.

‘Hidden Gem’ ETFs

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Twelve fund providers were spotlighted at the Inside ETFs conference.

WisdomTree Explored Sale To JPMorgan Chase

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The discussions ended in December over disagreements on price.

Is There Too Much Innovation In Equity ETFs?

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A skeptical conference panel interlocutor asked some probing questions about the ultimate value of ETFs.

11 Former SEC Economists See Flaws In Best-Interest Proposal

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The SEC failed to support the regulation with economic analysis, one of the economists said.

Vanguard's Davis Compares Global Growth To 'Rocky Balboa' Fight

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The odds of a recession in 2019 have increased to about 35 percent, says Vanguard's CIO.

Investors Hedge Stock Doomsday With Record Fixed-Income Inflows

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Investors are in a rush for safety as global uncertainties mount.

Morgan Stanley Has Bad News For Investors Comforted by Earnings

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The firm's chief U.S. equity strategist sees declining earnings on the horizon.

As Advisors Cling To AUM Fees, Their Profits Suffer, Consultant Says

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Advisors who don't start rethinking their asset-based fee models could end up struggling, a TD Ameritrade consultant says.

NASAA Stays Above Fiduciary Rule Fray—For Now

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The president of the state regulator group previously opened the door to a possible NASAA fiduciary rule model.

Helping Wealthy Clients Defer Taxes On Stock Options

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Holders of stock options can be hit with a tax bill for just holding a piece of paper.

Debt-Limit Looms As 'Mind-Numbing' Impasse Stokes Shutdown Risk

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The chances of a shutdown have risen from 30 percent to 60 percent since last week, one analyst said.

Zero-Fee ETFs Are Elephant In The Room At Annual Industry Summit

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Fidelity’s move to offer free mutual funds has spurred speculation about when a zero-fee ETF will start trading.

Broker Conflict Rule Proposal Assailed By Former SEC Economists

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The 11 former SEC officials called the proposal's economic analysis "weak and incomplete."

Colleges Raise $47 Billion In Ninth Straight Record Year

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Contributions surged by about two-thirds from donor-advised funds.