FA News

Older Workers Face Fewer Jobs With Fewer Benefits, Paper Says

by

Automation and globalization are squeezing out opportunities for older workers, researchers said.

Know What Spear Phishing And Keylogging Are? You Should

by

The IRS warns cybercriminals are targeting tax advisors with these tactics.

Bond Bull Run Shows Modern Monetary Theory May Be New Normal

by

Investors are paying little heed to swelling national debt amid a blistering bond rally.

There May Be A Limit To How Long Johnson Can Dismiss Pound Slide

by

The steady drop in the pound has the currency headed toward “uncharted waters,” one asset manager said.

Financial Advisors Remain Upbeat About Economy, Markets

by

The majority of advisors are optimistic about the U.S. economy and U.S. equities, according to a Ned Davis Research survey.

Dimensional Creates Group To Help Advisors With Investments

by

The new group will work with advisors and others on customized investment strategies for their clients.

Majority Stake In $11.8B Wealth Enhancement Group Sold To TA Associates

by

The stake was sold by Lightyear Capital, which invested in the firm in 2015.

How An Advisor Uses Special-Needs Trusts To Help His Own Family

by

The specialized trusts allowed the advisor to ensure future care for his aging father and ailing brother.

Judge Overturns IRS Rule To Shield Political Donor Identities

by

The ruling upends a change the IRS made last year that permitted Section 501(c)4 groups to keep their donor lists private.

Beyond Meat Most Expensive U.S. Short Bet After 680% Surge

by ,

The cost of shorting the stock of the plant-based meat company is now the highest among all U.S. stocks.

Wall Street's Top Watchdog Seeks Help To Muzzle A Mystery Troll

by

The agency is seeking to hire a reputation-management expert to burnish its image.

Social Security Is The Only Source Of Retirement Income For Many, Report Says

by

A recent study found that many Americans have not determined monthly retirement income needs.

Summit Trail Offers Invetment Platform To RIAs, Family Offices

by

The partnership is designed to deliver additional investment capabilities to clients.

Raymond James Consolidates Leadership Of Diversity Efforts

by

The company announced a new leader to head efforts to attract women, African-American and LGBTQ advisors.

Capital One Data Breach Shines Light On Cybersecurity ETFs

by

This small subset of ETFs has done well in both performance and assets gathered.

CFP Board To Work With SEC, Finra On Publishing Advisors' Disciplinary History

by

The board responded to a published report that it is not revealing disciplinary and criminal actions taken against CFP mark holders.

Sears Retirees’ Life Insurance Payouts Could Be Just $135 Each

by

The benefits were potentially worth "thousands of dollars" to former employees' heirs.

America's Housing Affordability Crisis Spreads To The Heartland

by , ,

Prices at the bottom third of the housing market are rising faster than prices at the top.

Capital One Touted The Cloud's Safety As Hacker Was Breaching It

by ,

Capital One Financial Corp was hacked even as it boasted that its data cloud was safe, cheap and fast.

Why Your Client's Retirement Plan May Be Lethal

by

Authors claim that it is imperative that advisors help guide their clients on retirement lifestyle issues.