Lies Investors Tell Themselves
I'm not trying to single out Loeb here. The guy is a very accomplished investor. But his statement just shows that even some of the most well-known investors lie to themselves instead of admitting they just had a period of poor performance or were simply unlucky.
Post-Recession Corporate Giving Increased at Biggest Companies
Sixty-four percent of the world's biggest companies increased their corporate philanthropy from 2010 to 2013, according to a report.
Snowden Lane Picks Up $270M Merrill Duo
This news follows the boutique firm’s recruiting of a UBS team in late September.
Morningstar to Provide Equity Research, Ratings to Schwab
The partnership will give Schwab access to Morningstar's global equity analyst reports and ratings.
Littlechild Launches Online Training Program for Advisors
The monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
IRS Boosts Retirement Plan Contributions for 2015
The IRS announced cost-of-living contribution increases for pension and other retirement plans for 2015.
Janus Positioning to Gather Money as Gross Move Reshapes Market
Janus is in conversations with countless institutions and advisors as the firm seeks to grab some of PIMCO's outflows, CEO Richard Weil says.
Wells Fargo’s Wimbish: Navigating the 30-Year Retirement
Wells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
Top 10 Commercial Real Estate Trends
One big trend: coastal cities are taking a back seat to other real estate markets.