FA News

Goldman Says It's Too Early To Call End To Equity Bull Market

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The outperformance of quality and growth shares will continue to support the U.S. stock market, according to Goldman.

How To Reduce Clients' Investment Income Tax Bite

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Taxes are not taken into account often enough when managing investments, one advisor says.

Powell Says Economy Faces Some Risks But Is Still In Good Place

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The Fed chairman spoke after the release of a mixed jobs report.

Schwab To Launch Low-Cost Bond ETFs

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The three new funds will all charge an expense ratio of six basis points.

Employers See Benefits As Key To Retaining Workers

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A Limra survey found that employers are struggling to hire and keep good workers in a growing economy.

Trump To Keep Thumb On China's Access To Markets, Analysts Say

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The U.S.-China capital wars are a “potential new front should we run out of goods to tariff,” one analyst said.

With $0 Fees, Schwab Risks Blowing Up Brokerage Model It Built

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The gambit is just the latest in an intensifying, industry-wide war over fees.

Private Equity Wields More Power Than Ever As Warren Picks Fight

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The private equity industry appears to be heading into a war to preserve its generous tax breaks.

Team From SagePoint Financial Joins LPL With $210M

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The group will be a part of LPL’s Model Wealth Portfolios platform.

Envestnet Founder, CEO Killed In Car Crash

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Co-founder and president Bill Crager was appointed interim CEO.

Inspire Investing Debuts Faith-Based ESG ETF

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The new fund invests in biblically aligned international companies.

Lazard Asset Management To Reduce Workforce By End Of Year

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Lazard Ltd.’s asset-management division plans to cut as much as 7% of its workforce.

Technology Boosts Women Advisors, Edward Jones Says

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Embracing digital tools can help women advisors build their business, say those on an Edward Jones top advisor list.

Hybrid RIA Joins Triad Platform, Adding $320M

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Mooney Lyons Financial Advisors, a hybrid RIA practice, has joined the Triad Hybrid Solutions corporate RIA.

Elder Fraud Starts With Friends And Family

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Family members, friends and other familiar faces are committing up to 81% of elder financial abuse.

Charter Schools Need Your Investment Help

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Charter schools' capital funding gap is an investment opportunity, says this group.

Smart Marketing Pays Off For Financial Advisors

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A survey by Broadridge shows that “growth-focused” advisors outpace their peers in AUM and client acquisitions.

Vanguard To Challenge Banks' Grip On $6 Trillion Currency Market

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Having revolutionized the business of buying stocks, Vanguard Group is now coming for currencies.

Finra Mediator Awards Damages, Attorney Fees In Raymond James Complaint

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A Finra arbitrator says Raymond James must pay damages to a woman over an investment in oil and gas securities.

An Early Bitcoin Millionaire Loses His 'Love For The Industry'

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One of the first Bitcoin millionaires worries that cryptocurrency has become all about speculation.