RIA Rolls Out Uber-Like App
The mobile financial planning tool is intended to help clients 24/7 — an anti-robo-advisor of sorts.
Bernanke: Low Rates Are the Long-Term Trend
The Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
Hedge Fund Standards Board Proposes Fuller Disclosure for Investors
The Hedge Fund Standards Board has proposed three changes to current standards to help investors assess conflicts of interest as part of their due diligence.
Crowdfunding Makes Rapid Gains With Accredited Investors
Investment in and access to private equity via crowdfunding are accelerating, thanks to new rules issued by the SEC under the JOBS Act.
Distressed Debt Maven Lynn Tilton Charged With Fraud by SEC
Tilton and her firm, Patriarch Partners, hid poor loan performance from investors and collected almost $200 million in fees from CLO funds, SEC says.
Currency Exposure: Hedge or No Hedge?
Advisors should speak with investors about the dollar's strength — and about diversification, DeLegge writes.
Personalized Portfolios Are Under Attack
Robo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.
Top Portfolio Products: IndexIQ Adds 2 Liquid Alt ETFs
Coral Gables Asset Management rolls out a long-short fund, and Highland Capital launches an alternative-investment platform.
Scared Straight: Simple Cybersecurity Measure to Protect Your Firm
Appropriate security processes at the enterprise level are not as ubiquitous as one might think. Here’s why that’s a problem.
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.