Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Wells Fargo Data Breach Was Blunder by Lawyer
By Christine Simmons, New York Law JournalA massive Wells Fargo customer data breach was not the work of a hacker, but of the bank's own lawyer.
July 25, 2017
25 Best Countries for Retirement Security: 2017In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
July 25, 2017
Shale Boom May Finally Have Succumbed to Oil’s Price SlumpHalliburton, the fracking services provider, says exploration companies are drilling less; Anadarko Petroleum announced plans to cut capital spending.
July 24, 2017
Wells Fargo Reps: Data Leak Is the ‘Last Straw’A recruiter describes the reactions he is getting from some wealth managers on the first business day after the news broke.
July 24, 2017
Critics of DOL Fiduciary Rule Push for Long DelaysDespite a potential delay, ERISA attorneys offer a compliance checklist for advisors.
July 23, 2017
Wells Fargo Data Release Said to Lead to Regulatory FocusRegulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
July 21, 2017
New White House Comm Chief Scaramucci Supports Trump's TweetsHell use social media ... it's very important for him to express his identity, said Scaramucci.
July 21, 2017
For Wealthy Pre-Retirees, What Beats Financial Security?Affluent retirees shun traditional asset allocation guidance to reduce equities with age.