First Republic Adds $3.6M UBS Team
By Janet LevauxThe four veteran advisors come on board in New Jersey.
August 12, 2019
IRS Rules for Nationwide and Lincoln on Annuity Advisory FeesThe rulings could help insurers pay the investment advisers directly, without changing the contract holders' tax bills.
August 12, 2019
Bank Carnage Has Investors Exiting ETFs at Fastest Pace This YearXLF sees eight days of outflows, totaling about $3 billion; industry hurt by lower rates and flattening yield curve.
August 12, 2019
Meet the 'SPY 11' Kids With $250B Riding on Their LivesA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
August 12, 2019
John Hancock Model Portfolios Added to Envestnet Platform: Portfolio ProductsAlso, Touchstone Investments plans to merge two of its funds.
August 12, 2019
Can the Rally in Gold Continue?Further gains in gold prices will likely depend on the same catalysts that drove its price to a six-year high.
August 09, 2019
Fidelity Expands Student Debt Benefit ProgramThe new options are part of a growing trend tying workplace benefits to repayment of student loan debt.
August 09, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses how advisors can help clients understand their options.