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Reducing taxes by using previous capital losses to offset current investment gains and why raising the capital gains tax should be considered.
January 22 -
Deborah Fuhr, a veteran ETF industry observer, says the explosive growth of ETFs is vindication for a product once dismissed by some investment professionals. In a discussion with Money Management Executive, Fuhr outlines factors that have led to the market's enthusiastic acceptance of ETFs.
January 22 -
Bank advisors produced an average of $32,888 in revenue in November of 2014, down 16% from the previous month, according to BISRA's most recent Monthly Bank Investment Services Monitor.
January 22 -
Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts.
January 22 -
Royal Bank of Canada is ready to take another shot at U.S. banking, agreeing to buy City National in Los Angeles.
January 22 -
'Let's put this behind us,' a group of Cetera planners told the RCS Capital home office in the wake of allegations against founder Schorsch.
January 22 -
Many advisors miss the old culture at their firms. What exactly are they longing for?
January 22 -
But while quarterly earnings at the company's wealth management unit dropped 7% from the previous quarter, they were up 30% year-over-year.
January 21 -
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager.
January 21 -
Two advisors left Barclays to join regional bank First Republic.
January 21 -
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.
January 21 -
Norm Champ, the SECs director of investment management, will resign after five years at the agency, the SEC said.
January 21 -
The top regulator of mutual funds, private equity and hedge funds at the U.S. Securities and Exchange Commission will step down later this month.
January 21 -
The president's proposals are "not a good capital investment policy in my view, and I think many clients would agree," says Jeanie Wyatt, CEO and CIO of South Texas Money Management in Houston.
January 21 -
Here's what advisors should keep in mind if changes to capital gains rules gain traction on Capitol Hill.
January 21
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As digital strategies move to the forefront, asset management firms are changing the way they think about their brands, how they communicate their offerings to potential clients - and the teams building that marketing outreach.
January 21 -
New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.
January 21 -
BlackRocks chief executive officer has warned the retreat of banks as counterparties in credit will create severe volatility. Regulators are preparing new rules for mutual funds to ensure that a sudden stampede out of funds wont result in a downward price spiral that threatens the financial system.
January 21 -
The president used his annual speech before Congress to defend Dodd-Frank while pleading that lawmakers pass cybersecurity legislation.
January 21 -
In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.
January 21










