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Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.
January 5 -
Brokers selling higher-fee investments like non-traded real-estate investment trusts and derivative-backed structured notes may get more scrutiny this year after those markets grew in 2013.
January 3 -
The number of consecutive weeks of outflows, as well as their overall amount, surpasses those of the last great exodus from muni bond funds that occurred back between late-2010 and early 2011.
January 3 -
FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.
January 3 -
Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.
January 2 -
Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.
January 2 -
Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.
January 1 -
Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.
January 1 -
Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.
January 1 -
Alternative investment funds underperform equity and bond funds and don't always provide the low correlation investors seek. Why bother with them at all?
January 1 -
Scandals surrounding the setting of some of the worlds most important financial benchmarks, which influence the prices people pay for everything from oil to mortgages, have shaken confidence in vital markets.
December 31 -
U.S. stocks were little changed, after the Standard & Poors 500 Index reached an all-time high last week and headed toward its biggest annual gain since 1997.
December 31 -
U.S. stocks were little changed, after the Standard & Poors 500 Index reached an all-time high last week and headed toward its biggest annual gain since 1997.
December 31 -
Five years after the equity bull market started, U.S. investors returned to stocks in 2013, just in time for the best relative returns versus bonds on record.
December 31 -
Scandals surrounding the setting of some of the worlds most important financial benchmarks, which influence the prices people pay for everything from oil to mortgages, have shaken confidence in vital markets.
December 31 -
Hedge funds got less bullish on gold for the seventh time in eight weeks as the U.S. economy strengthens and inflation fails to accelerate, driving prices to the biggest annual drop in more than three decades.
December 31 -
The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.
December 30 -
Crocs Inc. Chief Executive Officer John McCarvel will retire and Blackstone Group LP will invest $200 million in convertible preferred stock as the maker of colorful plastic clogs struggles to regain lost popularity.
December 30 -
U.S. stock-index futures were little changed, after the Standard & Poors 500 Index advanced for a second week, heading toward its biggest annual gain since 1997.
December 30 -
Emerging-market stocks advanced, led by the biggest rally in Turkeys benchmark index in more than three months, amid speculation political tension in the country may ease.
December 30


