FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Goldman Starts Smart Beta ETF Price War
The price war that had been raging among mutual funds, then spread into ETFs, has now spilled over into the smart beta ETF space.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
New York Reminds Student Borrowers to Apply for Loan Forgiveness
Trump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
What GOP Tax Outline Means for Advisors and Clients
The broad outline excludes details, but still there are items that advisors should start thinking about.
Here’s How Financially Naive Millennial Parents Are
According to Personal Capital, 70% say they favor saving for their kid’s college education over saving for retirement, a strategy advisors usually oppose.
It’s FAFSA Time: Get Your Clients Ready
Parents and students can file these forms, which are required for financial aid and PLUS loans, as soon as Oct. 1.
Actively Managed Funds Stage a Short-Term Comeback
More than half of actively managed U.S. equity funds beat their benchmark in the 12 months ended June 30, according to the latest SPIVA report.
More Reasons to Avoid Long-Term Bonds
Investors seeking higher bond yields this year are likely to be disappointed despite indications of another Fed hike.
Fed to Begin Balance Sheet Cuts; Hints Rate Hike Up Next
Financial markets were positioned for a slightly more dovish policy statement.