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Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.
February 2 -
Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.
February 2 -
As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.
February 1 -
The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.
February 1 -
Client investments in emerging markets, China and Japan should be watched closely by financial advisors, according to global markets experts speaking at TD Ameritrade Institutional's national conference.
January 31 -
Blackstone Group LP, the biggest manager of alternative assets, posted record fourth-quarter earnings as it sold real estate and private-equity investments at a profit. The shares rose the most in a year.
January 30 -
Pacific Investment Management Co., the worlds largest bond manager, expects speculative-grade bond investors to largely collect the coupons paid by the debt in 2014 after an average 20% gain in the last five years.
January 30 -
U.S. stocks rose from a two-month low while Treasuries and gold fell as data showed rising consumer spending and corporate earnings beat estimates.
January 30 -
Wealthy investors remain bullish on the investing environment in 2014 and see the U.S. as the best place to put their money, according to a survey released today by Morgan Stanley.
January 29 -
The iShares MSCI Emerging Markets Index exchange-traded fund fell to a five-month low as an increase in interest rates from Turkey to South Africa failed to prop up currencies. Russias ruble slumped to a record low.
January 29 -
Puerto Rico debt is rallying the most in two years, even under the threat of a cut to junk, as the commonwealth prepares to sell bonds for the first time since August.
January 29 -
The financial crisis has had an enormous impact on millennials' attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors.
January 29 -
An agency risk alert critiques the due diligence processes that investment advisors are using when recommending such investments as hedge funds, private equity funds, or funds of private funds.
January 28 -
The SEC's Michael Piwowar said Monday that he has asked the SEC's Office of Municipal Securities to work with him on proposals to improve the market.
January 28 -
What's to be done for people who have plenty of money, but just can't seem to enjoy it?
January 28 -
Discovery Capital Management LLC, the $15 billion macro-economic hedge fund run by Rob Citrone, is betting on a strengthening economy in Mexico, echoing comments from money managers including Laurence D. Finks BlackRock Inc. and Bill Grosss Pacific Investment Management Co.
January 28 -
The world's biggest bond manager plans to start 19 actively managed exchange-traded funds as Gross further diversifies the firm following CEO El-Erian's resignation last week.
January 27 -
Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card, said Peter Aceto, who heads the business.
January 27 -
Two ventures offer online platforms aimed at connecting individual bond buyers and sellers.
January 27 -
U.S. stocks sank the most since June, capping the worst week for benchmark indexes since 2012, as a selloff in developing-nation currencies spurred concern global markets will become more volatile.
January 24

