Is Mobile Technology a Threat to Advisors? It Shouldn’t Be
Here are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
Morningstar App Brings Office, Advisor Workstation to iPad
Morningstar released a new app for the iPad on Wednesday to complement the desktop versions of Morningstar Office and Advisor Workstation.
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.
Morgan Stanley Pays $4M to SEC Over Market Access Violations
Morgan Stanley allowed a rogue trader to engage in fraudulent trading of Apple stock and lose $5.3 million, the SEC said.
4 Predictions by Billionaires for 2015: Soros, Icahn, Others
Based on shareholder letters and other writings from George Soros, Carl Icahn, Steve Mandel and other billionaire investors, here are four things to expect.
Better Governance, Rising Middle Class Spur Emerging Market Dividends
Apple’s triumphant announcement last week that it had crossed the $700 billion market capitalization milestone bodes well for other companies.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.