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Are stocks ready for a rally?
INVESTING EQUITIES DEC 03, 2018
Are stocks ready for a rally?

Wall Street is split on whether good news on the Fed and easing of trade tensions were enough to overcome weakening economic fundamentals.

RETIREMENT RETIREMENT PLANNING DEC 01, 2018
Plan advisers should offer what 401(k) sponsors really want

Any suggestions that increase costs, work or liability will likely fall on deaf ears.

IRS proposes no 'clawback' from higher estate and gift tax exemption
RETIREMENT RETIREMENT PLANNING NOV 30, 2018
IRS proposes no 'clawback' from higher estate and gift tax exemption

The tax agency says it won't try to collect retroactively when the higher exemptions expire in 2025.

For majority of affluent Americans, money trumps love
NEWS INDUSTRY NEWS NOV 30, 2018
For majority of affluent Americans, money trumps love

Report by Merrill Edge surveys 18- to 40-year-olds with investible assets of $50,000 to $250,000.

Fed chairman Powell's positive effect on stocks may be exhausted
INVESTING EQUITIES NOV 30, 2018
Fed chairman Powell's positive effect on stocks may be exhausted

Latest rally leaves traders little room to ratchet down expectations for Fed rate hikes next year.

Fear dictates ETF flows
INVESTING EQUITIES NOV 30, 2018
Fear dictates ETF flows

As investors steer clear of risk, ETFs holding utilities, consumer staples and health care companies benefit.

Banks continue to unload munis in third quarter
INVESTING FIXED INCOME NOV 29, 2018
Banks continue to unload munis in third quarter

Last year's tax overhaul made state and local government debt less attractive to financial institutions.

DJ Khaled and Floyd Mayweather settle with SEC for hyping cryptocurrency
NEWS REGULATION AND LEGISLATION NOV 29, 2018
DJ Khaled and Floyd Mayweather settle with SEC for hyping cryptocurrency

Music producer and boxer accused of failing to disclose payments they received for promoting initial coin offerings.

Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton
INVESTING ETFS NOV 28, 2018
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton

Clayton said concerns about cryptocurrency being manipulated or stolen are keeping the agency from approving a bitcoin ETF.

The paradoxical solution to more-personal investment management
YOUR PRACTICE FINTECH NOV 28, 2018
The paradoxical solution to more-personal investment management

Technology sits at the nexus of clients' desire for personalization and their willingness to accept digital tools.