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Approaching international growth with a valuation focus: where ClearBridge sees opportunities

December 13, 2017

ELISA MAZEN Managing Director and Head of Global Growth ClearBridge Investments Growth investing provides attractive returns, but high valuations of growth stocks can also bring volatility. The international growth team at ClearBridge Investments,...

David Bach wants to turn RIAs into 'local celebrities'

December 13, 2017

Can aggressive marketing be the foundation of a financial advisory firm's growth strategy? David Bach believes it can, and he's marketing his own firm to prove it. Mr. Bach, co-founder of AE Wealth Management, thinks too many smaller advisory...

NASAA: Promissory notes top investor complaints

December 13, 2017

Promissory notes are the most frequently identified source of investor complaints or investigations, cited by 74% of state securities regulators in a survey conducted by the North American Securities Administrators Association, which released...

Brinker Capital co-founder and vice chairman John Coyne III resigns

December 13, 2017

Brinker Capital is losing its "ambassador to the marketplace" with the resignation of John Coyne III, vice chairman of the $21 billion investment management firm. Mr. Coyne, 62, will officially depart on Dec. 31 from the company he co-founded...

Buybacks, CEO pay add up to big costs for shareholders

December 13, 2017

David Winters, manager of the Wintergreen Fund, says that buyback programs and CEO compensation are adding an enormous drag to investor returns, and that index funds are making the problem worse. Before you dismiss Mr. Winters as yet another...

Some ETFs, mutual funds invest indirectly in bitcoin

December 12, 2017

Two mutual fund companies own 43% of Bitcoin Investment Trust (GBTC), currently the only fund that invests exclusively in the cryptocurrency. Kinetics Asset Management owns 27.27% of the outstanding shares of Bitcoin Investment Trust, while...

Vanguard will use blockchain to share index data

December 12, 2017

The meteoric rise of bitcoin may be dominating headlines, but cryptocurrencies are just the tip of the blockchain iceberg. Some say the technology's real opportunity is in revolutionizing the way information of all kinds is stored and shared....

Jay Clayton issues cryptocurrency warning

December 12, 2017

In a public statement about cryptocurrencies like bitcoin and initial coin offerings or ICOs, SEC Chairman Jay Clayton urged investors to ask lots of questions and use common sense before investing, suggested that some products might not be...

Is the Trump effect over?

December 12, 2017

It's perhaps inevitable that 10½ months into Donald J. Trump's presidency we would pause to consider whether the Trump Effect has begun to wane. As Trump's first year in office enters its final stretch, advisers should be prepared to answer...

Brace for steepest rate hikes since 2006 in new year

December 11, 2017

Wall Street economists are telling investors to brace for the biggest tightening of monetary policy in more than a decade. With the world economy heading into its strongest period since 2011, Citigroup Inc. and JPMorgan Chase & Co. predict average...

Bitcoin futures debut with 26% rally

December 11, 2017

Bitcoin has landed on Wall Street. Futures on the world's most popular cryptocurrency surged as much as 26 percent in their debut session on Cboe Global Markets Inc.'s exchange, triggering two temporary trading halts designed to calm the market....

Finra bars two former Wells Fargo reps over unsuitable energy securities

December 11, 2017

The Financial Industry Regulatory Authority has barred former Wells Fargo reps Charles Frieda and Charles Lynch for recommending an over-concentration in energy-sector securities, some of which were speculative, resulting in significant customer...

Bitcoin is likely to gain widespread acceptance

December 11, 2017

It's certainly been an interesting couple of months for bitcoin. It advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since. Still, even as $20,000 seems...

FS Investments parts ways with Blackstone, announces new partnership with KKR

December 11, 2017

FS Investments, the leading sponsor of nontraded business development companies, took the first steps Monday that will lead to liquidity events for investors and the creation of a giant, $18 billion listed company. First, FS, which launched...

Why private equity wants a piece of the RIA market

December 9, 2017

The secret is out: The independent financial advisory space is the hottest growth-investment strategy for deep-pocketed private investors. "We've seen private equity money ebb and flow over the years, but over the last few years we've seen a...

Tax reform will boost food, chemicals, rail stocks. Technology? Not so much

December 8, 2017

Taxpayers aren't the only ones scrambling to figure out how tax reform will affect them. Wall Street is looking hard at which stock sectors the new law — however the final version is configured — will benefit most. The maximum corporate...

Stripped of fat commissions, nontraded REIT sales tank

December 7, 2017

The Department of Labor's fiduciary standard, and new securities industry account statement rules for greater clarity in the prices of products, have forced nontraded real estate investment trusts to slice their commissions. Since then, sales...

Vanguard's Bogle sees pension pain in low bond returns

December 7, 2017

Jack Bogle isn't optimistic about the state of U.S. pensions over the next decade. The founder of Vanguard Group thinks a conservative portfolio of bonds will only return about 3% a year over the next decade, and stocks won't do much better,...

You owe clients a better grasp on funds and SMAs

December 6, 2017

Meeting clients' investment needs today is challenging. Yet even experienced, sophisticated financial advisers are not taking full advantage of the right investment vehicle. The three most popular vehicles— mutual funds; active and passive...

As cash flows to companies after tax reform, here's how to invest

December 5, 2017

One reason lotteries are so popular is that most people like to dream about what they would do with vast amounts of money — enough to buy a private island, for example, or pick up a dozen Fabergé eggs on the way home. Corporations will soon...

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