Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
“If we were to go back in time 35 years, here we are in year 1980. How does a financial advisor's life differ from the year 2015?”
Research Affiliates: Expect Less Than 1% Per Year Over 10 Years
The firm weighs in on the Summers-Bernanke debate—each side with its investment implications—over the cause of slow growth.
‘Huge, Nasty Morning After’ Coming for Markets: Stockman
The Fed has reflated a bubble, which spells trouble for stock and bonds, former OMB head David Stockman says on CNBC.
Andy Friedman: One Big Date That Could Shake Markets, Tax Code
Four political "forcing events" are coming to a head around a single date, Andy Friedman of The Washington Update says.
The Case for Dividend-Paying Stocks, Now and Later
“While not risk-free ... neither value nor dividend stocks as a group have ever lost money” when held 15 years or longer, says John Buckingham.
Retirement Plans Paid $820M After Failing Nondiscrimination Testing
More than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
SEC, FINRA Enforcement: BHP Billiton to Pay $25M Over Olympics Invites
Meanwhile, FINRA has censured and fined EDI Financial Inc. for failing to have supervisory procedures in place for sales of private placements.
Bernie Madoff: Making Your Job Harder—The 2015 IA 35 for 35
Five years after Madoff was sentenced to 150 years in prison for conducting the biggest Ponzi scheme in history, investor confidence still hasn’t fully recovered.
Raymond James Shares New Tech, April Results
The firm is recognized for an aggregator tool, and says its client assets are nearly $502 billion.
GMO: Monetary Policy Is ‘The Greatest Con Ever Perpetuated’
GMO's James Montier chides policymakers for devoting attention to "a make-believe concept" while ignoring a tool that could reignite economic growth.