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Financial Advisor Forum

Stocks Edge Higher as Investors Await JPMorgan, Intel
By Keris Alison Lahiff | 10/12/15 - 4:01 PM EDT
Stocks edge higher on Monday but with little energy as investors wait for a busy earnings week to kick into gear.

Practice Management

3 Laws Dictate Success of Mergers, Alliances, Says ‘Remix Strategy’ Author
By Gregg Greenberg | 10/10/15 - 10:45 AM EDT
Ben Gomes-Casseres, a professor at the Brandeis International Business School, says that remixing of assets through mergers and creative alliances helps companies expand by introducing new ideas.
81% of Middle-Market Companies Looking for M&A, Says Survey
Four out of five middle-market business leaders expect to engage in an M&A transaction in the next three years, leading to 'tremendous wealth creation,' Harris Williams says.
The Right REITs -- American Century Manager's Hot Real Estate Picks
REIT shares have been under pressure this year because traders see the sector as a yield alternative set to be slammed by the impending Federal Reserve rate hike.
Will Bank of America Pass Fed's Stress Test on Second Try?
After meeting this week's deadline for submitting a revised capital plan to the Federal Reserve, Bank of America may have a long wait to find out if it passed.
What Exactly Is an 'Emerging Market'?
The term 'emerging markets' gets tossed around a lot, and some people may be confused about what it means. Here's how investment pros define it.

Wealth Management

Will the Virtual Credit Card Really Be Fraud-Proof?
By Gabrielle Pickard Whitehead | 10/12/15 - 2:26 PM EDT
A Johannesburg fintech company has developed an app that enables users to create a credit card number from their mobile phone, generating a virtual credit card for every online purchase.
Your Long-Term Financial Plans Are Absolutely Frightening
The fact that more than 70% of you don't make financial plans beyond a year upsets financial advisors, but the overall lack of saving is just plain unhealthy.
Altruistic Investing: What’s Good Got to Do With It?
Is there such a thing as the new investor—driven by social values as much as investment value?
College Text Book Costs Can Break Students' Bank: Reform Ahead
Senate bill would make open-source textbooks available free while monitoring costs of the books you have to pay for
Payday Loans Alternatives: How to Avoid a a Vicious Debt Cycle
Payday loans are often predatory, we all know that, but do those sneaky practices apply to all bad credit lenders?


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