FA News

Capital Group Has A Crazy Idea It Should Know The Stocks It Owns

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Most Capital Group portfolio managers have at least $1 million of their own money in their funds.

Is There Really A Retirement Crisis Brewing?

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A panel of Morningstar experts agreed people aren't saving enough, but not on what to do about it.

No Recession This Year, In Spite Of Trade War, Predicts Analyst

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Clients should continue to have a generous equities component, especially foreign equities, a market strategist said.

Wall Street Loses $25 Billion To Dynasty As Advisors Flee

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Another day, another team of wealth advisors leaving a Wall Street bank.

Bitcoin Could Hit All-Time High By 2021, Analysts Predict

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The leading crytocurrency soared over the weekend to a level last seen in August.

Former UBS Advisors Partner With Dynasty To Launch RIA

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The team of four advisors managed $530 million in client assets at UBS before starting the firm.

Uber's Losses Reach Double Digits In IPO Debut Debacle

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The share slump reflects investor skepticism about the size of the ride-hailing market.

A Fed Cut This Year Is Now Being Priced In As A Near Certainty

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The trade war between the U.S. and China is fueling concern about economic growth.

EU Ready To Retaliate As Trump Auto-Tariff Deadline Nears

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U.S. tariffs on European cars and auto parts would mark a significant escalation of transatlantic tensions.

Goldman Says Trade-War Escalation To Drive U.S. Inflation Higher

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The trade war will also drive up the chances of a Federal Reserve interest-rate increase, the firm said.

Don't Forget The Tax Side Of Wealth Transfer Planning

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The federal increase in the estate tax exemption shouldn't dissuade advisors from looking for tax savings.

NJ FPA Offers Financial Help For Habitat For Humanity Homeowners

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The program helps homeowners understand the financial responsibilities tied to owning a home.

You Need $2.3 Million To Be Considered Truly Wealthy In America

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For someone to be deemed merely financially comfortable, the required net worth shrinks significantly.

Looming U.S. Junk Bond Risk May Shrink With Fed's Help

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Nearly a third of the $1.2 trillion U.S. high-yield market matures in the next four years.

JPMorgan Sounds Alarm On Stock Exposures As Trade Fears Swell

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The trade war could quickly diminish investors' appetite for equities, firm strategists said.

Edwards Launches RIA With $230M Father-Son Advisory

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Benjamin F. Edwards has launched a stand-alone corporate RIA.

Wall Street Picks The Next Domino To Fall In Trade-War Rout

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Investors are prepping for the worst-case scenario in trade—a derailment of talks.

SALT-Hit States Get Tax Windfall After Struggling With Forecasts

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It still remains to be seen how much of the windfall will be recurring or if it’s a one-time bounty.

Understanding The Softer Side Of Retirement Planning

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Advisors need to go beyond money and bring a personal touch to retirement planning, Robert Laura said.

Fed Seen As More Likely To Cut Rates After U.S. Tariff Boost

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The tariffs could put a drag on the economy, increasing pressure to lower rates.