FA News

A Hidden FANG Trade Is Rising Thanks To These Exotic Bonds

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FANG-linked structured notes are designed to take the edge of volatility at the cost of upside.

Bitcoin Tests $7,500 As Crypto Tokens Rally Back To June Levels

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A report that BlackRock is considering investments in Bitcoin has helped fuel the rally.

This Online Tool Can Help Clients Improve Their Credit Scores

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The firm that created the FICO credit score says its tool tells consumers what steps to take to repair their scores.

Wall Street Dark Pools Set To Come Out Of Shadows Thanks To SEC

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The SEC is set to vote on rules that would lift the veil of secrecy from "dark pool" trading venues.

House Votes To Ease Financial Rules In Rare Bipartisan Move

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The rules include provisions that make it easier for investors to invest in start-up companies.

Four States Claim Federal Tax-Deduction Cap Infringes Rights

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They sued the Trump administration to invalidate the new $10,000 cap on the federal tax deduction for state and local taxes.

Advisors Instill Confidence, Study Says

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Individuals working with an advisor are better at balancing current and future spending, a new survey says.

Journal Of Financial Planning Given Excellence Award

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The FPA publication received the APEX Awards for Publication Excellence.

American Funds Launches ABLE Account

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ABLEAmerica savings accounts allow the disabled and their families invest in tax-advantaged accounts.

Genstar Capital Becomes Majority Owner Of Cetera

by FA Staff

Genstar Capital also owns major equity stakes in AssetMark, Mercer Advisors and Ascensus.

Why Women, Generation X Are So Far Behind The Retirement Eight Ball

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Six in 10 women and seven in 10 Gen Xers did not know their personal net worth.

MGM Sues Vegas Mass-Shooting Victims In Hopes Of Limiting Liability

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It hopes to block any potential compensation claims.

NYC Broker Agrees To $1.25 Million Penalty

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BGC Financial failed to keep audio recordings and proper records, the SEC says.

Warn Clients About These Social Security Scams

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Criminals want your clients' Social Security numbers. Here's what they do to try and get them.

Asset Manager Charged With 'Re-Stealing' $1 Million Of Clients' Money

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John Geraci got his clients’ money back from a crooked portfolio manager, but then allegedly use it for himself.

New Global X ETF Focuses On Quality Dividends

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The fund is billed as the first quality dividend ETF based on the S&P 500.

Retired Vanguard Exec To Take CFP Board Helm At Pivotal Moment

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The CFP Board is raising its standards while controversy continues over who should be called an "advisor."

What Happens When Your Client Suddenly Wins Millions?

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Lottery winners and others describe the impact of sudden wealth.

Scaramucci's Path To $20 Billion Runs Through A Hot China Market

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“Believe it or not, fund of funds is actually a pretty hot product in China,” Scaramucci says.

JPMorgan Ups Its ETF Game With Cheap Funds Luring Investors

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The company’s BetaBuilder brand is finally gaining ground in the competitive ETF landscape.