Investments

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

Plans from S&P and MSCI to recategorize internet and media stocks would blend some of the year’s best-performing equities with the worst.

There will still be several different methods to have the fee waived.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

Equine exposure should be done outside the core portfolio, using discretionary funds.

The majority of public and private funds using the strategy launched in the last three years.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

Like lagging retail giants, wealth management firms risk ruin by failing to recognize changing customer expectations or by squandering the opportunity to evolve their business model.

The rule’s impact could be “devastating if independent research ceases or is significantly diminished,” the manager warns.

The robo advisor adds a longstanding tax strategy to its offerings.

Chairman Jay Clayton and top SEC brass are putting advisors on notice. The regulator is drilling down on investor protections, while warning firms on cybersecurity and AML compliance.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

The longer the trend continues, the more likely its effects could spread to bank earnings and the economy.

Many advisors want nothing to do with cryptocurrency.

The firm has $1.9 billion invested in companies that back regimes in Sudan, Syria and Myanmar, according to a non-profit group.

ETFs with specific approaches can yield tactical dividends.