High-Quality Stocks Selling at Bargain Prices: Morningstar
There are more high-quality stocks selling below their fair value than there have been for the last three years, according to Morningstar.
Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
Fed’s Fischer Leaves Door Open for September Rate Hike
Federal Reserve Vice Chairman Stanley Fischer left open the option of an interest rate increase next month. Other officials are divided on whether to wait.
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
Investment Returns Down at Private, Community Foundations in 2014
Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
DOL, SEC Enforcement: DOL Wins Settlement for Whistleblowers
Meanwhile, the SEC charged a former investment bank analyst who worked in JPMorgan’s San Francisco office with insider trading.
Are Treasury’s AML Rules for Advisors a Waste of Time?
IAA is looking at FinCEN’s proposed anti-money laundering rules to assess whether the expected benefits justify the compliance costs.
Salesforce Releases Cloud CRM for Wealth Managers
The Salesforce Financial Services Cloud is only available for previews now, but general availability is slated for February.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Center for Retirement Research points out that some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income.
Northern Trust Hires Ex-Mercer Exec, Behavioral Finance Expert
Northern Trust Asset Management has hired former Mercer and World Bank executives to help build out its retirement solutions business.