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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 -
Fears of defaults and worries about the fallout from the Fed's tapering program are overblown, says Vanguard's tax-exempt bond boss.
January 24 -
When yields on long-term government securities are below nominal growth rates for a prolonged period, trouble may be brewing, according to Citigroup analysts.
January 24 -
Citigroup, the U.S. bank that cut unwanted assets 25% last year, should no longer be expected to offer clients unlimited financial services, Chief Executive Officer Michael Corbat said.
January 23 -
Fidelity Investments said Ronald P. O'Hanley, the firm's head of asset management since 2010, will leave at the end of February, without giving a reason.
January 22 -
To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.
January 21 -
International investors are the most upbeat about the global economy than at any time in almost five years, buoyed by the U.S.-led revival of industrial nations, according to the Bloomberg Global Poll.
January 21 -
Jeff Altman and John Paulson, two of last years best-performing hedge-fund managers, are predicting that stocks will continue their rally in 2014 even as the bull market approaches its sixth year.
January 21 -
In another sign of the improving tenor of the municipal bond market, muni mutual funds recorded their first inflows in 34 weeks, Lipper FMI numbers showed.
January 17 -
Bond dealers expect 2014 to be the second-worst year for municipal issuance in a decade, and some predict the lowest volume since 2000, as the Federal Reserve's tapering program pushes interest rates higher.
January 16 -
The contraction in the U.S. market for borrowing and lending securities amid rising interest rates and heightened global bank regulation will increase this year, according to Fitch Ratings.
January 14 -
The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."
January 13


