When Markets Don’t Behave as Expected
Why bond yields are falling after the Fed raised rates and health care stocks have been among the best performers so far this year.
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
New Money Market Fund Rules Working as Planned: NY Fed
As a result of the new rules, money has shifted away from riskier institutional prime and muni funds into safer government funds.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
SEC Shortens Trade Settlement Cycle to 2 Days From 3
The T+2 rule is designed to enhance efficiency and reduce risk, the SEC says.
Trump Education Department Now Allows Big Collection Fees on Defaulted College Loans
The new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: NBER Study
Study found “the financial industry is willing to give male advisors a second chance, while female advisors are likely to be cast from the industry.”
How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds
Trump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
T. Rowe Price Launches Robo Platform With Only Actively Managed Funds
T. Rowe Price ActivePlus Portfolios chooses the funds for investors and is available initially only for IRA accounts.
C Corp, S Corp or LLC for Breakaway Brokers? Each Has Tax Implications
Before making any choices, breakaway brokers should consult an experienced tax attorney or accountant familiar with the industry.