Private equity is a hot investment these days. And while you may be referring your ultra-high-net-worth clients to established private equity firms, don't be surprised if a wealthy client asks you for advice on a private investment opportunity...
In September 2003, New York Attorney General Eliot Spitzer announced that hedge funds and other speculators had fleeced mutual fund shareholders. Employing the tactics known as market timing and late trading, the thieves had stolen huge amounts...
Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist. Under the agreement, American's AAdvantage members will earn miles for opening brokerage accounts at Fidelity. The more money investors...
Sure, automatic asset-allocation 529 plans are convenient. But you'd better be careful: One state's "conservative" allocation is another state's "aggressive" allocation
These days, it's all about open architecture. Money manager Kenneth Fisher is having none of that. Fisher hires reps to gather assets for him to run on a discretionary basis
Curtis Teberg, market historian, former broker and portfolio manager of the tiny $35 million Teberg Fund in Duluth, Minn., is betting on a monster rally in the stock market during the 15-month midterm election cycle