WealthManagement.com

$20 Billion DOL Burden Won't Be Borne Equally

Tue, 20 Sep 2016 18:38:00 +0000

The cost of complying with the DOL ruling on best interest will hit each type of asset manager very differently, according to recent research.

Seven Things You May Not Know About IRA RMDs

Tue, 20 Sep 2016 18:37:00 +0000

Just cutting a check from these accounts won’t quite cut it.

Guaranteed Retirement Income for Two Lifetimes

Tue, 20 Sep 2016 16:45:00 +0000

The Human Condition

Tue, 20 Sep 2016 16:25:00 +0000

The human condition is a peculiar thing, as we like to rely on habits (if not rituals) to make day-to-day life easier.

Emerging Markets: Developing Nicely

Tue, 20 Sep 2016 14:47:00 +0000

Richard Dunbar

In the aftermath of Brexit, investors are parking their investments as far away from the the United Kingdom as possible, focusing instead on emerging markets.

Year of the Comeback? Portfolio Diversifiers Rally in First Half of 2016

Tue, 20 Sep 2016 14:26:00 +0000

Mike Smith

For many of those investors who lean towards global diversification, it has been a challenging time. But so far in 2016, the trend is looking good for asset segments beyond stocks and bonds.

Goldman Romps Past JPMorgan in Wall Street Battle of ETF Newbies

Tue, 20 Sep 2016 14:12:00 +0000

Dakin Campbell and Sridhar Natarajan

Two of the financial industry’s biggest names -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. -- are in the race for Wall Street supremacy in the $3 trillion global market for exchange-traded funds.

The Contrarian Signal in the REIT Breakout

Tue, 20 Sep 2016 14:02:00 +0000

Barry Ritholtz

The timing of the S&P overhaul breaking out REITS could prove to be problematic with the Federal Reserve possibly on the verge of raising interest rates.

MFS Has What Managers Crave: Active Stock Funds That Draw Money

Tue, 20 Sep 2016 13:47:00 +0000

Charles Stein

As investors flee active managers, MFS Investment Management, which created the first mutual fund in 1924, is staying the course, picking blue-chip stocks and gaining assets.

Make Six Figures? There's a Decent Chance You've Got Almost Nothing in the Bank

Tue, 20 Sep 2016 13:36:00 +0000

Polly Mosendz

Close to half of those who earn from $100,000 to $149,999 a year have less than $1,000 in their savings accounts.

Bitcoin Is Money, U.S. judge Says In Case Tied to JPMorgan Hack

Tue, 20 Sep 2016 13:07:00 +0000

Jonathan Stempel

Bitcoin qualifies as money, a federal judge ruled on Monday, in a decision linked to a criminal case over hacking attacks against JPMorgan Chase & Co and other companies.

Fintech Startup Brings Fiduciary Outsourcing to Advisors

Tue, 20 Sep 2016 11:00:00 +0000

Vestwell has launched a new white-labeled retirement platform for advisors to 401(k) plans.

Clinton Or Trump: How Will Markets React?

Tue, 20 Sep 2016 10:48:00 +0000

While much could change in the coming months, as well as after the election when Congress has its say, the reality is that markets anticipate outcomes.

New Fiduciary Training Program

Tue, 20 Sep 2016 10:00:00 +0000

Fi360 created a new fiduciary rule training program, new study details how fintech is shaping wealth management and antimicrobial resistance could cause the next global financial crisis.

The Sun Also Rises: The Long-Term Reflation Trade Will Outperform

Tue, 20 Sep 2016 09:46:00 +0000

Recently there have been some signs of the long-sought-after reflation, suggesting (yet again) that the great bond bull market may finally be over.

Fed Frenzy Distracts Investors From Fundamentals

Tue, 20 Sep 2016 01:47:00 +0000

James T. Tierney, Jr.

US stocks have been volatile recently as investors try to decipher the Fed.

A System of Engagement to Navigate the DoL Fiduciary Rule

Mon, 19 Sep 2016 20:33:00 +0000

The 2016 Guide to Financial Alternatives

Mon, 19 Sep 2016 20:04:00 +0000

Rethinking and Revising the “Donor Bill of Rights”

Mon, 19 Sep 2016 16:40:00 +0000

Strategic partnership principles incorporate the dramatic changes that have taken place in philanthropy

Today, philanthropy is better defined by “strategic partnership principles” rather than “rights.”

Help Clients Have the Best Days of Their Lives

Mon, 19 Sep 2016 15:58:00 +0000

By working with our clients, we help to turn their “somedays” into the best days of their lives.

Exploring Alternative Real Estate Investments With Your Clients

Mon, 19 Sep 2016 15:18:00 +0000

Simon Calton

For everyday investors, investing directly in multiple residential or commercial properties isn’t always the best option. REITs and real estate funds are better options.

'Veep' Star Julia Louis-Drefyus Announces Billionaire Father's Death at Emmys

Mon, 19 Sep 2016 15:18:00 +0000

While there’s normally nothing remarkable about dedicating an award to a deceased parent, Julia Louis-Dreyfus’ father was billionaire William Louis-Dreyfus.

Best Practices of Top RIA’s Download

Mon, 19 Sep 2016 15:14:00 +0000

Common Advisor Myths about the DOL Fiduciary Rule

Mon, 19 Sep 2016 14:59:00 +0000

Just seven months away from the Department of Labor fiduciary rule's implementation date, there is significant confusion about the rule, it's provisions and exemptions.

Catch The Falling Gold Sword

Mon, 19 Sep 2016 14:00:00 +0000

Short gold products crank out uncertain returns

Beyond Labels: Advancing Your Approach to Target-Date Evaluation and Selection

Mon, 19 Sep 2016 13:52:00 +0000

Sponsored by American Century Investments

Now more than ever, plan decision makers are challenged to better understand and reasonably assess whether a target-date fund (TDF) is truly appropriate for meeting plan objectives.

That $100,000 Painting Bought to Flip? Yours for About $20,000

Mon, 19 Sep 2016 13:39:00 +0000

Katya Kazakina

Prices for works by young artists soared with the auction market in 2014, but as the auction market slipped in 2015, as did the values of pieces from emerging artists.

Lost Track of an Old 401(k)? Here’s a Plan to Help You Find Your Money

Mon, 19 Sep 2016 13:24:00 +0000

Ben Steverman

Right now, there’s no central database where you’re likely to find all your old 401(k)s or pensions. Sens. Elizabeth Warren and Steve Daines want to change that.

Bond Traders Trap Fed in No-Win Situation as Rate Decision Looms

Mon, 19 Sep 2016 13:13:00 +0000

Brian Chappatta

For all the talk that central banks have taken over financial markets, the paralysis gripping the Federal Reserve over upsetting bond traders sure makes it seem as if it’s the other way around.

Are You Interoceptive? Traders in Tune With Heartbeat Make More

Mon, 19 Sep 2016 13:04:00 +0000

Hugh Son

Traders who are better at listening to the clues their bodies give them about market patterns make more money and survive longer in the industry.