FA News

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Fidelity Is Set To Unveil A Revamped Desktop-Trading Platform

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The firm says its Active Trader Pro platform boasts faster processing speeds.

BlackRock, J.P. Morgan Asset Back Dynasty Financial At $800M Valuation

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Dynasty won backing from two Wall Street powerhouses as it looks to accelerate growth.

Wall Street Sees More Room For Defense Stocks' Torrid Advance

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Escalating tensions in the Middle East sent shares of weapons and plane makers to records last week.

Pinterest Is Emerging From Selloff As A New Wall Street Favorite

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Analysts like its growth potential and ability to better monetize its user base.

'Crazy' Chinese Stock Swings Ignite Biggest-Ever Trading Frenzy

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To some observers, the recent rebound of Chinese shares is already on its last legs.

Planners Aghast Over CFP Board's Controversial 'Perfect Job' Ad Campaign Depicting Sleeping Teen

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Advisors worry the campaign will attract slackers and possibly turn away investors.

Consumer Borrowing Growth Slows On Drop In Revolving Credit

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Revolving debt outstanding, which includes credit cards, decreased nearly $1.4 billion.

Vanguard Economist Sees AI As Productivity Booster, Not Total Job Killer

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Vanguard's Joe Davis sees AI as a productivity booster for advisors.

Bond Selloff Deepens As Wagers On Half-Point Rate Cut Crumble

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The moves reflect a revival of expectations in the bond market that the Fed will pull off a “no landing” scenario.

Tax-Busting Tactic Loved By Tech Millionaires Is Coming To ETFs

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The new funds will likely only make sense for investors with sufficiently large capital gains.

Stifel Ordered To Pay Clients $14.2M Over Mishandled Structured Notes

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A Finra panel ruled that the firm failed to properly supervise one of its Miami reps.

Advisors Going 'Back To School' To Learn Best Practices

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Wealth management firms are providing more support for advisors' continuing education.

DOL Fiduciary Rule Will Be Tied Up In Courts For Years, Former DOL Official Says

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Voters in this year's elections may be the ones who ultimately decide the rule's fate.

As Natural Disasters Strike, Advisors Put Focus On Tax Relief

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There are limits to what taxpayers can deduct as property losses, advisors say.

Investors Shouldn't Fear Annuity Defaults, Experts Say

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Defaults are too rare to be a serious risk factor when choosing an annuity product, they say.

John Kerry Joins Billionaire Tom Steyer's Investment Firm

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Kerry is the latest climate elder statesmen to get involved in sustainable investing.

Workday Billionaire 'Bored Silly' Of Retirement Chases A Third IPO

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Dave Duffield hopes to complete an IPO hat trick with HR software for the financial services industry.

Costco's Gold Bars Fly Off Shelves As Bullion Prices Smash Records

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Costco's one-stop shopping convenience is bringing gold buying to the masses.

How A Business Sale Can Be Turned Into A Tax Advantage

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Donating part of a business to charity brings tax benefits, Vanguard Charitable says.

Wall Street Strategists Say Jobs Surprise Bodes Well For Stocks

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Stocks have rebounded after a selloff over the summer on fading recession concerns and the Fed's policy easing.

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