El-Erian Says Sustaining Trump Rally Depends on Germany, China
"It’s not just about implementing policies at home," he says, adding that today's valuations suggest no policy mistakes or accidents.
Calamos to Become Fully Private Money Manager
The company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.
Time for Fine Wine?
The market for many vintages improved in 2016, as more regions worldwide bring more brands to market.
Young Americans Piled Into Some Horrendous ETF Trades Right After the Election
Millennials turned to exchange-traded funds that employed leverage after Trump's win, and that move turned out to hurt them.
Wine Merchant Gets 6 Years in Prison for Ponzi Scheme
John Fox ran Premier Cru, a "phantom wine" futures business that cost investors about $45 million.
Madoff Victims Poised to Start '17 With $342M in Payouts
Settlement financed in part by collection from Chais estate; trustee set to disburse as recoveries top $11.5 billion.
Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUM
With acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
Since tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
Betterment Signs Up 300-Plus Retirement Plan Clients in 2016
Benefiting from the DOL rule, Betterment for Business is reaching out to midsize firms in high tech and other emerging fields.