Markets & Investments (183)
Longevity Annuities are Beneficial: Study
- Sunday, 23 July 2017
- Markets & Investments
- Written by PFA News
Offering longevity annuities in 401(k) programs can benefit the majority of plan participants, according to a study by Goethe University and the Wharton School at the University of Pennsylvania. So reports Plan Adviser. Read more...
Reporting Services Botch Alphabet, Google Share Pricing
- Friday, 07 July 2017
- Markets & Investments
- Written by PFA News
Share prices for Alphabet, Google and about a dozen other companies were incorrectly reported to have tanked approximately 80% by a handful of services, including Bloomberg, Google Finance, and Yahoo Finance. So reports Business Insider. Read more...
Focus on Long-Term, Not Quarterly Figures in Commentary: Columnist
- Sunday, 04 June 2017
- Markets & Investments
- Written by PFA News
Advisors should provide long-term portfolio performance numbers in their commentaries rather than quarterly numbers to encourage clients to view things from a long-term perspective, maintains Harold Evensky.
Read more...ETFs Are Most Popular Product with Advisors
- Sunday, 04 June 2017
- Markets & Investments
- Written by PFA News
In a recent Financial Planning Association survey, 85% of advisors said they use ETFs, which has placed the products as the number one choice among financial planners for the third consecutive year. So reports CNBC. Read more...
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- Patient Protection and Affordable Care Act
- United States
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- Patient Protection and Affordable Care Act
- United States
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M&A Activity Rises in First Quarter
- Sunday, 14 May 2017
- Markets & Investments
- Written by PFA News
Merger and acquisition activity among registered investment advisor firms hit a new record during the first quarter of this year with 44 transactions being completed, according to investment bank DeVoe & Company. So report Benefits Pro. Read more...
Morningstar to Launch Its Own Mutual Funds
- Saturday, 01 April 2017
- Markets & Investments
- Written by PFA News
Morningstar plans to launch nine sub-advised mutual funds that will cover a variety of asset class and invest in stocks and bonds that the company’s analysts follow. So reports Financial Planning.
Read more...Firms Treading Lightly with Trump Commentary
- Saturday, 04 March 2017
- Markets & Investments
- Written by PFA News
For advisory firms, commentary on political leadership can be a tricky undertaking.
Read more...Managing Risk as Investors Weigh In on Trump’s Policies
- Sunday, 05 February 2017
- Markets & Investments
- Written by PFA News
The Donald Trump presidency could potentially be a double-edged sword for investors. Read more...
Surging Energy Sector Calls for Restraint
- Saturday, 07 January 2017
- Markets & Investments
- Written by PFA Staff
U.S. energy stocks rebounded with a vengeance in 2016, with a handful of developments supporting strong enthusiasm for the industry. However, as with any instance of surging optimism, advisors would be well served to take a measured approach to investing in the sector. Read more...
Millennials Growing Into an Attractive Market
- Sunday, 20 November 2016
- Markets & Investments
- Written by PFA News
It’s easy to dismiss millennials as being too young to have accumulated wealth, but the category that consists of Americans born between 1980 and 2000 shouldn’t be dismissed. That's, in part, because there are 90 million millennials. So reports Barron's.
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