Correction: The original version of the Investment Advisers list incorrectly identified the top executive for CBIZ Retirement Plan Advisory Services. Brian Dean should have been listed as president. So what exactly is the difference between an investment adviser and a money … [Read more...] about Lists: Money managers, investment advisers … what’s the difference?
Investment advisers act
An hour after the stock market closed on Dec. 22, President-elect Donald J. Trump tweeted a warning to Lockheed Martin Corp. that its F-35 was too expensive and he would turn to its competitor, Boeing, to study his options — a move that hurt Lockheed's stock the next … [Read more...] about Dow tops 20,000: How to invest in the age of Trump
Advisers, consultants, counselors, managers, planners and brokers: There are a lot of names for the folks offering financial advice. If the proliferation of impressive titles has you confused, don't feel too badly. "Investors are confused because the industry is confusing … [Read more...] about Investment help is easy to find, but not everyone plays by the same rules
A big change for investors is set to come down the pipe Wednesday. That's when the Department of Labor unveils the final version of its long-awaited fiduciary rule, which is designed to ensure that investment advisers are putting their clients' interests ahead of their own … [Read more...] about What it means for investors: Rules for financial advisers are changing
A former JPMorgan Chase investment adviser was charged Thursday with stealing $20 million from his well-heeled clients. Michael Oppenheim, 48, was slapped with securities fraud, embezzlement wire fraud and investment adviser fraud charges for the brazen scam, in which he … [Read more...] about Ex-JPMorgan Chase investment adviser charged with stealing $20M from clients