Small Biz Owners Adjust Retirement Expectations
Barlow Research’s Economic Pulse study found 43% of small business owners do not intend to retire and those who do said they plan to work, on average, until they’re 67 years old.
Russell Rethinks ETF Initiative
On the same day that FocusShares announced its exit from the exchange-traded fund business, Russell Investments announced today that it is “conducting a strategic review of its direct U.S. ETF business in an effort to focus more exclusively on its core competency.”
Ex-UBS Exec Told Colleague to Forget About Rigged Deal
A former UBS AG municipal-bond executive told an ex-colleague to forget about a transaction as they discussed how to handle an expanding government probe of bond big rigging, the second man testified at trial.
The Case Against Restoring Glass-Steagall
Sandy Weill’s call to break up the big banks by restoring the Depression Era law has sparked a backlash among some who argue it would not help prevent the next crisis.
CIBC to Buy Private-Wealth Business
Canadian Imperial Bank of Commerce has agreed to buy MFS McLean Budden’s private-wealth business.
FINRA Suspends Edward Wedbush, Fines Firm
FINRA has fined Wedbush Securities $300,000 and levied an additional $25,000 fine and suspension for its president, Edward Wedbush.
Huntington Weighs In On Tech and Health Care
Portfolio managers from Huntington Asset Advisors’ US Equity Rotation Strategy ETF discuss their top picks in IT and health care.
Schwab Expands ‘Action’ Program For RIAs
Schwab Advisor Services has expanded its “Insight to Action” practice management consulting program for registered investment advisors.
Covestor Adds Alternative Asset Managers
Online asset management company Covestor has added alternative asset managers to its website.
Olympic Silver Medalist Takes Lessons To Advisory Career
Merrill Lynch Wealth Advisor Ted Murphy does not usually tell his clients that he is an Olympic silver medalist, but says that his rowing career has prepared him for the discipline that he applies to his career today.
Stifel Nicolaus Comes to Knight’s Rescue
Stifel CEO Ron Kruszewski explains why Knight Capital’s survival was important following last week’s costly software malfunction.
Advisors Reel In 401(k) Plan Clients for Fidelity
Advisors contributed to the growth in Fidelity’s defined contribution sales commitments during the first half of 2012, bringing in more than 450 new clients with close to 100,000 participants and $2.6 billion in assets under administration.
Bachus Renews Call for SRO Oversight for Advisors
The head of the House Financial Services Committee is renewing his call to act on legislation to increase oversight of investment advisors, a bipartisan bill that stalled in the committee last month.
BofA Merrill Lynch Increases Benefit Plan Assets to $20B
Bank of America Merrill Lynch has grown its new financial benefit plan assets to a record $20 billion this year as it leverages stronger ties between its bank and brokerage forces.
SEC to Propose Rule on Systems Integrity, Schapiro Says
Chairman Mary Schapiro said she is asking SEC staff to propose a rule that will require exchanges and market centers to ensure the capacity and integrity of the systems they operate.
What Impact Will LIBOR Have on Asset Managers?
As legal eagles-including regulators, cops and attorneys-continue to swoop down for the kill in the wake of the LIBOR debacle, asset managers still struggle to gauge the scandal’s impact on their investments.
Munis Steady, Quiet Against Higher Treasuries
The municipal bond market appeared to take a vacation day on Monday as trading activity was very slow. Traders are waiting for primary issuance to hit later in the week to provide direction.
Affluent Parents Need More College Planning
Legg Mason’s 2012 Intergenerational Survey of College Finances points out a lack of advanced planning among affluent Americans for their children’s college education.
Monarch to Expand in Virginia, Start Wealth Management Unit
Monarch Bank in Chesapeake, Va., will launch a new wealth management unit as it looks to expand in Virginia.
Southwest Securities Hires Consulting Firm to Boost Growth
Creative Management Group will apply its ProjectDouble program in effort to help advisors double their AUM.
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Bogleheads Latest Posts
- Re: Diversification a la Markowitz #3: Gold March 21, 2023AlmstRtrd wrote: ↑Tue Mar 21, 2023 5:25 am Gaston wrote: ↑Mon Mar 20, 2023 6:20 am Just curious: Do proponents of gold tend to favor gold stocks/ETFs, owning the physical metal in a bank safety deposit box or other 3rd party location, or owning the physical metal at home? I know there will different preferences […]dcabler
- Re: Would you buy a house for 615k if you were us? March 21, 2023I'd wait 2 years. In that 2 years I would pay the new house payment for the current house. This tells you 1. Do you want to put that much towards house 2. Likely at lower rate right now so extra payment goes further 3. Will you have kid 3 4. Kids are 2 or […]CaptainT
- Re: Can $311B invested be wrong? March 21, 2023The purpose of this thread was to identify situations where dividend investing made sense. A number of posters offered different situations where it did. It was not about whether dividend investing was superior, which I think was clearly shown by nisiprius’ post comparing the long-term returns of equity income and total market funds and then […]OverseasBH
- Re: Treasury Direct and Citibank March 21, 2023Treasury Direct is a government organization and behaves about like most would expect of a government organization. Citibank on the other hand. Avoid them, you have been warned. Read why on any number of threads.Juice3
- Re: iBonds or CDs or Money Market account March 21, 2023Option 4 - Ally 4.75% no penalty CD.TwstdSista