401(k) Lawsuit Accuses Morgan Stanley and Board of Self-Dealing
A former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the bank’s own workers.
REITs Are Outperforming, but Some Sectors Are Stronger Than Others
Baby boomers and millennials, trendsetters in different ways, are both driving growth in key REIT sectors.
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
The Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
Morning or Midnight in America? 9 Questions for the Presidential Candidates
As I write this, presidential politics is dominating our traditional and social media.
How Are Rollovers Treated Under the DOL Fiduciary Rule?
IRA rollover advice is often rendered in the context of cross-selling, and cross-selling practices by their nature create potential conflicts of interest.
12 Best & Worst Broker-Dealers: Q2 Earnings, 2016
Like in Q1, profits for financial firms generally moved in the same direction, with one exception.
Treasuries Gain as Minutes Show Fed Officials Split on Rate Hike
Financial markets had been expecting a more hawkish outlook for rates, but instead the minutes showed a multitude of opinions on when to hike.
Fund Managers Reduce Cash Positions, Boost Equities: BofA Merrill Survey
The August BofA Merrill Lynch fund manager survey shows more optimism about the global economy and equities, especially U.S. and emerging market stocks.
The 5 Deadly Sins of Investing
These five misconceptions will only deliver you and your clients the wages of investing sin.
NY Fed President: September Fed Rate Hike Possible
William Dudley says market expectations of one rate hike before year end are "too low" given that growth and inflation forecasts are rising.