Investments

  • The Next Wall Street Class Action Suit Starts Here The Next Wall Street Class Action Suit Starts Here

    A earnest plea for clearer statement information, better products, and fairer pricing

    by Steve Selengut

    What's the best way to encourage the "regulators" to change their direction and focus? Quick as they are to punish product salespersons, and focus on costs instead of quality and income, most of their efforts prove counter-productive and more expensive for investors. read more
  • “Slow Growth Angst” Driving Five-Year Return Forecasts “Slow Growth Angst” Driving Five-Year Return Forecasts

    Market Outlook and Asset Class Return Expectations Released

    Northern Trust (Nasdaq: NTRS) expects most investments to generate single-digit positive returns over the next five years, predominantly due to slow economic growth and persistent low interest rates. read more
  • S&P 500, Dow, and NASDAQ Post  New Records S&P 500, Dow, and NASDAQ Post New Records

    Though earnings growth is still negative, it represents a vast improvement from Q1

    Stocks ended last week mostly flat, falling slightly on Friday after the major U.S. indexes set new record highs on Thursday on positive earnings surprises. read more
  • S&P 500 at New High After Jobs Blowout S&P 500 at New High After Jobs Blowout

    Jolly-Good jobs report

    Stocks bounced last week, ending sharply higher after a better-than-expected jobs report. For the week, the S&P 500 gained 0.43%, the Dow rose 0.60%, the NASDAQ added 1.14%, but the MSCI EAFE lost 1.41%. read more
  • Private Equity and VC funds in Emerging and Developed Markets Outside the US Outperform Public Markets Private Equity and VC funds in Emerging and Developed Markets Outside the US Outperform Public Markets

    Distributions Outpace Contributions Again

    Strong exit environments in both Europe and Asia helped private equity and venture capital funds in emerging markets and developed markets outside the US outperform public markets in those regions in 2015, according to global investment advisor Cambridge Associates. read more
  • A New Era of Mutualism? A New Era of Mutualism?

    The mutual insurance market’s pleasing performance since the financial crisis suggests ‘permanent recovery’ for the sector

    The Swiss Re sigma report Mutual insurance in the 21st Century: Back to the Future, states that mutuals are enjoying a renewed period of relative popularity and that they have benefited from the financial crisis of 2007/8 as policyholders retreated from stock-based insurers. read more
  • Border View: Canadians’ Number One Financial Priority is to Reduce or Eliminate Debt Border View: Canadians’ Number One Financial Priority is to Reduce or Eliminate Debt

    The most important financial priority for Millennials is to save more, while those aged 55 and over prioritize investing effectively and tax efficiency

    BMO Wealth Management has issued a report on "The Personal Balance Sheet," examining how Canadians adapt financially as they move through different life stages ΓöÇ balancing saving, investing, borrowing and spending to reach their financial goals. read more
  • Constant State of Flux in First Six Months of 2016 Drives Advisors to Focus on Portfolio Management Constant State of Flux in First Six Months of 2016 Drives Advisors to Focus on Portfolio Management

    Advisors should consider ways to look beyond the near term

    Market volatility, regulatory reforms, and political and macroeconomic shifts were top-of-mind for financial advisors across the first half of 2016, according to the latest Fidelity® Advisor Investment Pulse study. read more
  • Clients Were Net Sellers of Equities in July Clients Were Net Sellers of Equities in July

    Net selling coupled with lower volatility of several widely held names drops score

    TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (Nasdaq: AMTD), is today releasing the Investor Movement Index® reading for July 2016. read more
  • Financial Services Compliance Officers Facing an Overload Financial Services Compliance Officers Facing an Overload

    Saddled with dated technology, tight job market, they fight to manage implementation and staffing

    In an increasingly complex regulatory environment, many financial institution executives are concerned that they have insufficient staff, technology and budgetary resources to support their anti-money-laundering (AML) efforts, a survey of financial service executives released today by financial technology solutions provider NextAngles™ revealed. read more
  • 401(k) Balances Improve While Percentage of “Do It for Me” Investors Hits Record Levels 401(k) Balances Improve While Percentage of “Do It for Me” Investors Hits Record Levels

    Balances up despite market volatility

    Balances up despite market volatility August 03, 2016 — BOSTON–(BUSINESS WIRE)–Fidelity Investments® today released its 401(k) and Individual Retirement Account (IRA) analysis1 for the second quarter of 2016, which reveals: • Account balances are up despite market volatility. The average 401(k) balance increased almost 2 percent from the end of Q1, but fell 2.5 percent year-over-year. The ... read more
  • AIG Board of Directors Authorizes Repurchase of Additional Shares of AIG Common Stock AIG Board of Directors Authorizes Repurchase of Additional Shares of AIG Common Stock

    Declares Common Stock Dividend

    We are pleased to increase AIG’s share repurchase authorization by $3.0 billion and declare a quarterly dividend read more
  • Ho-Hum: Investors Unfazed by Political Environment Ho-Hum: Investors Unfazed by Political Environment

    Spectrem Group's Affluent Investor Confidence Indices Remain Flat in July

    The Spectrem Affluent Investor Confidence indices remained essentially unmoved in July, Spectrem Group reported today in its High Net Worth Insights newsletter. read more