FA News

Clients May Not Be Listening When Advisors Talk

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Many investors anticipate a bear market earlier than their advisors, Hartford Funds said.

Billions Go Missing As Hedge Funds Forgo Winning Big Short

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Short interest in cash equities as a percentage of market cap has tumbled to near the lowest since 2010.

$325M Women-Owned Firm Leaves LPL For Commonwealth Financial Network

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A women-owned advisory will be bringing significant AUM to Commonwealth after jilting LPL Financial.

Retirees Thought GE Would Take Care Of Them. Then It Didn't

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GE has cut retiree health-care benefits and slashed to a penny the dividend many former employees once relied on as income.

Hybrid Advisory Firm With $400M In AUM Leaves Cadaret Grant, Joins LPL

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A N.J. advisor has joined independent b-d LPL Financial to position the firm for growth.

Executive Medical Plan Mitigated Annual $70,000 Out-of-Pocket Cost

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A client's net cost for medical care for his son was drastically reduced, thanks to this financial advisor.

CFP Board Honors Veteran Planners With Emeritus Program Launch

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Program members would receive benefits and continue their relationship with the CFP Board.

You Know What You Want For Christmas

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Gift cards continue to be the most popular Christmas purchase. But are people leaving money on the table?

TradePMR Meets 20-Year, 20-Service-Project Goal

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TradePMR celebrated 20 years of business by performing 20 good deeds of service to the Gainesville, Fla., community the company calls home

Retirees Are Leading Precarious Financial Lives

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Many retirees were forced to retire earlier than planned and are taking out savings too early.

Mutual Funds That Outperform Year After Year Are Still Rare

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Only 1.43 percent of mutual funds have sustained top-quartile performance over the past five years.

IndexIQ Unveils Momentum Bond ETF

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The short-duration bond fund employs a momentum factor strategy.

Financial Advisor IDs Three Signs Of An Investment Scam

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Baby boomers beware of these three types of investment scams.

Druckenmiller Says Algos Are Robbing Markets Of Trade Signals

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Stan Druckenmiller is glad he’s no longer in the hedge fund business now that algorithms have taken over.

Here Are 10 Macro Risks Keeping Morgan Stanley Awake at Night

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Morgan Stanley Wealth Management lists 10 geopolitical risks in 2019.

E*Trade Launches Personal Advisor Network

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E*Trade has created an advisor network for investors with complex financial needs.

Americans More Concerned About Political Climate As 2018 Ends

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Yet concerns about market uncertainty have declined over the past 12 months.

Homebuilders Brace For Weaker ’19, Cut Prices To Lure Buyers

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Investors are yanking cash from ETFs that track builders.

The Joys Of Plain Cash

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There's more to investment diversity than bonds.

Nothing Working For Bulls In Stock Rout That’s Getting Worse

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An ominous phase begins as the Dow loses 1,004 points in two days.