Note From the Editor: February 2021
Editor in Chief Susan R. Lipp discusses this month's issue.
Read MoreEditor in Chief Susan R. Lipp discusses this month's issue.
Read MoreA hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.
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Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.
The post Carson Group acquires $200 million firm appeared first on InvestmentNews.
Read MoreMAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-sized firms.
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A social media platform and ready access to mobile trading apps have helped push an otherwise obscure, money-losing videogame retail business to a $21 billion market cap.
The post Advisers ponder systemic risks to markets as GameStop stock spins out of control appeared first on InvestmentNews.
Read MoreThe firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.
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Since the GameStop stock options frenzy that quietly began early this month and exploded over the past week, some traders have followed by investing in other shorted stocks, with prices surging far past the returns seen in the indexes that include them.
The post It’s not just GameStop – trading frenzy spreads to many other shorted stocks appeared first on InvestmentNews.
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The post Q4 2020 Top Fixed Income Mutual Funds appeared first on InvestmentNews.
Read MoreKristin Harad shares her tips on how advisors can find the right target market to focus on when they’re not sure which one to pursue.
Read MoreThere was a divergence in demand for ETFs in 2020 between the classic index-based, low cost beta and more thematic, active strategies, according to a panel at the Women in ETFs conference.
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The post Q4 2020 Top Equity Mutual Funds appeared first on InvestmentNews.
Read MoreThe new recruits build on the 43 advisors Janney added last year.
Read MoreThe firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.
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TIAA Institute research paper finds that even eliminating RMDs would have little effect on government revenues and says the effect on retirees depends on whether they have a bequest motive.
The post Delaying RMDs would have minimal tax impact, study finds appeared first on InvestmentNews.
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Some retirement plan advisers have cut green investing options from 401(k) plans following Trump's last-minute rule change.
The post Labor rule on ESG already trimming fund options for retirement plans appeared first on InvestmentNews.
Read MoreWith the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.
Read MoreThree provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.
Read MoreSome advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.
Read MoreThe quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.
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Fidelity's new technology is designed to help advisers create ESG model portfolios and engage clients with impact investing.
The post Fidelity launches ESG friendly tool for advisers appeared first on InvestmentNews.
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