JPMorgan Asset Management Upgrades Eurozone Outlook
The upgrade is its first one for a major economic bloc in a decade.
How to Help Clients Manage Their Most Precious Assets
They are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
SEC’s Top 3 Enforcement Priorities
Stephanie Avakian, co-director of enforcement, said the agency is trying to be “more strategic,” expanding the use of digital analytics in investigations.
Lessons for Advisors From a Bus Tour
The American Century/Investopedia tour, covering six cities in five states, found that advisors should focus more on financial planning than portfolio management to attract clients.
Who Wins, Who Loses in House Tax Cut Bill: Report
Analysis from the Tax Policy Center shows that the top 1% of income earners are the biggest winners but most Americans will pay less.
2018 Social Security COLA to Be Wiped Out by Medicare Premium Hike
Most or all of the 2% COLA will be spent on the expected increase in Medicare premiums, according to The Senior Citizens League.
Wells Fargo Finally Launches Its Robo-Advisory Service
Intuitive Investor is available for clients with a minimum $10,000 in assets for a fee of 50 basis points.
Don’t Forget Japanese Stocks When Investing in Developed Markets
The Nikkei 225 has just reached a 21-year high, outperforming U.S. and European markets.
How Advisors Really Use Morningstar Fund Ratings
A recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
Morningstar’s Good and Bad 529 Savings Plans in 2017
Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.