The Day After Veterans Day
I’ll admit it: I didn't know what to write about this month in this magazine where I’ve written editor's notes for about 13 years.
Hennessy Funds’ Chief Sees Dow at 20,000, ‘Loves’ Japan
With the yield on the Dow at nearly 2.2%, Neil Hennessy says he’s “not going out on a limb” in forecasting a continuance of the bull market.
Fidelity Signs Broker-Dealer Clearing Deal With JPMorgan’s BDS
JPMorgan chooses National Financial as preferred clearing firm for its third-party broker-dealers; BDS chief Joe Triarsi to join Fidelity unit.
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s Keller
Board will foster growth partly through corporate partners and needs to “get its arms around” the robo-advisor trend, CEO Kevin Keller says.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”
Schwab’s Sonders: Bull Market Still in Optimism Phase
Schwab strategist says “we’re nowhere near the euphoria we see at market tops,” but “volatility is here to stay.”
Valliere: Despite Victory, Republicans Shouldn’t Think Voters Love Them
Strategist Greg Valliere cautioned that the midterms were a referendum on Obama, not the GOP, and discussed what he said were six big political myths.
Roubini: World’s Economy Flying on Single Engine
Nouriel Roubini sees the global economy as a four-engine jetliner with only one operational engine: the "Anglosphere" of the U.S. and U.K.