Will U.S. Win or Lose From the Oil Price Plunge?
If Christmas seems merrier, and Hanukah happier, the gift from Saudi Arabia in not cutting production amid an oil glut may have had something to do with it.
Tiger 21 Ultrawealthy Still Favor Stocks, but Private Equity Gains
Annual survey finds UHNW invest in what they know (like their own companies). Apple noses ahead of Berkshire Hathaway as top stock pick.
F-Squared Pays SEC $35M Fine to SEC for Misleading Performance Advertising
SEC says F-Squared's AlphaSector used back-tested performance data that mistakenly inflated results by 350%, not actual performance numbers.
Diversification, Discipline Still Important in 2015
The start of a new year is often a time to visit with clients and review their financial plans, assess the portfolio and engage conversations about what to expect from markets.
Top Portfolio Products: Direxion Launches Income Fund, Closes Gold-Bear ETF
In addition, Palmer Square rolls out a long/short credit fund; Capital adds long/short equity product.
20 Best & Worst Dividend ETFs: 2014
ETF Database looked at ETFs that were classified as dividend-focused and not simply ones that paid a dividend.
Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
SEC's White Vows to Get Tougher on Mutual Funds
"Liquidity management and the use of derivatives in mutual funds and ETFs are two key areas of focus" for SEC staff, Chairwoman White says.
529 College Savings Plan Assets Grew 21% in 2013
Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
Bonds: Getting Premium at the Cost of Regular
Why a premium bond may be more valuable than a bond at par, at no greater cost to the investor.