Greece Grabs U.S. Investors’ Attention at Midyear
Expect a big market correction as global tumult shakes out, says Lance Roberts of STA Wealth Management.
Merrill Adds $750M Ex-Barclays Group in Houston
The group was part of Lehman Brothers until 2008.
Research Affiliates Screens for Smart vs. Dumb Dividends
The investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
Baird Adds Branch Manager From UBS, Advisor From Morgan Stanley
The employee-owned wealth firm added advisors in Maine and Ohio.
Wells Fargo Adds Morgan Stanley Reps; LPL Picks Up Team From JPMorgan
Also, an LPL affiliate forms an RIA partnership to attract new reps to its network.
Ben Bernanke: Professor Turned Policymaker—The 2015 IA 35 for 35
It’s been said that the chairman of the Federal Reserve Board is the second most powerful person in the federal government, after the president.
SEC Investigates Bank of America for Doing Nothing
If you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
When Finance Turns Into a Calamity
Historical lessons offer little shield against future crises.
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%.