Is Stock Picking Dead? Not to These Advisors. The true believers and the clients they serve. Gary Stern May 13, 2020
This content is from: Investing Focus Financial Adjusts Guidance But Investors Still Like What They See Michael Thrasher May 07, 2020
This content is from: Investing The Timely, Bear Market, Non-Transparent ETF Launch 10 Years in the Making Hazel Sheffield May 01, 2020
This content is from: Investing How Investors Can Distance Themselves From Crowd Psychology – And Profit Greg Bartalos April 29, 2020
A New Ripple of Schwab's Splashy Commission-Cutting Reaches Advisors How the discount broker's move will impact advisor portfolios. Michael Thrasher April 27, 2020
Aequitas Settles With SEC for $540 Million as Three Top Execs Are Barred From Securities Industry CEO Robert Jesenik will pay $1.57 million to settle fraud charges, as part of a consent decree. The SEC alleges that Aequitas defrauded investors in a Ponzi-like scheme. Michelle Celarier April 24, 2020
Historic Trading, Falling Profit, and Mounting Expenses: Schwab’s First-Quarter Report “Daily life as we’ve known it has been upended.” Michael Thrasher April 15, 2020
Analysts Prefer Schwab But One Says This Discount Broker Has the ‘Best Model’ Today “Investors can start to dust off their playbook for early-cycle investing,” according to JMP Securities analysts. Michael Thrasher April 09, 2020
Madoff Is Behind Bars. But With Markets Infected by Covid-19, More Ponzi Schemes May Be Unmasked. “Bear markets make it difficult for even the best of scams to hold up.” Greg Bartalos April 07, 2020
Where Investors Can Find Value in a Market Sickened By the Coronavirus UBS scans the globe for investments that are oversold, resilient, and offer long-term growth. Greg Bartalos April 02, 2020
A $4 Billion RIA's Drastic Move One Day Before a Pandemic Was Declared Nancy Mann Jackson March 26, 2020
Advisor Fallout Continues in Aequitas Capital Management Ponzi Scheme Michelle Celarier March 03, 2020
‘Firing on All Cylinders’: Why Analysts Are Suddenly Fawning Over Focus Financial Michael Thrasher February 21, 2020
Funds Dumping Shares, Bullish Analysts, a Short Position: The Noise Surrounding Focus Financial Michael Thrasher February 14, 2020
Advisors Are Misguided Fixating on the Cheapest or Top-Performing ETFs Michael Thrasher January 27, 2020
