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  • Baird announces over $5 million in associate bonuses, charitable donations

    by Marian Johns | Mar 10, 2018

    Baird has recently committed to an investment of over $5 million for its employees and community projects that will come in the form of cash bonuses for associates and charitable donations, a move the financial services firm says is a result of recent tax reforms.

  • Principal launches low succession planning initiative for U.S. business owners

    by Marian Johns | Mar 10, 2018

    Principal Financial Group has launched a new initiative in an effort to encourage low succession planning among business owners in the U.S.

  • U.S. stocks to climb over 8 percent this year, strategists predict

    by Marian Johns | Mar 10, 2018

    U.S. stocks are set to climb over 8 percent this year as they continue to recover from the recent selloff, according to Caroline Valetkevitch from Reuters.

  • Baird Private Wealth brings Bingaman aboard in Illinois

    by Carol Ostrow | Mar 2, 2018

    Baird, a global wealth management firm with offices in three continents, recently brought on Richard Bingaman as SVP and financial advisor to its Elgin, Illinois office, along with client assistant Barbara Marshall.

  • Principal acquires Mexico’s MetLife Afore

    by Carol Ostrow | Mar 2, 2018

    After full regulatory approval, Principal Financial Group recently culminated its acquisition of MetLife Afore, a pension fund management enterprise based in Mexico City, poising Principal as Mexico’s fifth-largest Afore entity.

  • Commodity performances reflect challenges of harsh winter across U.S.

    by Carol Ostrow | Mar 2, 2018

    Credit Suisse Asset Management recently reported that despite a difficult winter sparking changes in the commodities sector, the Bloomberg Commodity Index Total Return performance marked a positive result for January 2018.

  • Credit Suisse Research Institute publishes 2018 Global Investment yearbook

    by Carol Ostrow | Mar 2, 2018

    Co-publishing with London Business School faculty, the Credit Suisse Research Institute recently released its 2018 edition of the Credit Suisse Global Investment Returns Yearbook, providing data for nearly two dozen nationwide stock and bond markets.

  • Investments & Wealth Institute to host annual conference in Nashville

    by Harmony Valdoz | Feb 23, 2018

    Investments & Wealth Institute will hold a conference on investment and wealth management from May 6-9 at the Music City Center in Nashville, Tennessee.

  • Forbes recognizes 248 UBS advisers in ‘Best-in-State’ list

    by Harmony Valdoz | Feb 23, 2018

    Forbes recently recognized 248 advisers from financial services firm UBS on the first “Best-in-State Wealth Advisers” list.

  • 73 percent of investors say tax reform is a plus for business

    by Rumbidzai Karen Musvosvi | Feb 20, 2018

    Nearly three out of four investors believe recent tax reform in the U.S. will make business ownership more attractive, according to the quarterly Investor Watch report recently released by UBS Wealth Management USA.

  • 5 UBS investment teams lauded for retirement planning

    by Harmony Valdoz | Feb 19, 2018

    Planadviser chose awardees based on retirement plan assets and number of plans.

  • DTN Early Word Opening Livestock predicts recovery

    by Rumbidzai Karen Musvosvi | Feb 12, 2018

    Last Wednesday, the DTN Early Word Opening Livestock was released, noting a likely comeback will result from firm pressure due to the weaker undertone seen through the livestock complex over the last two trading sessions.

  • Gradifi offers student loan repayment options to network of 336 employers

    by Carrie Bradon | Feb 3, 2018

    In the hopes of benefiting its employees, Gradifi will be collaborating with 336 employers across the nation to offer student loan repayment options.

  • Small adjustments can have big returns for retirement years

    by Angela Underwood | Jan 23, 2018

    Your income determines your level of financial comfort in retirement more than any other factor, according to Mike Moffitt, and the Cornerstone Financial Group investment adviser said some mid-life financial moves may help to boost it.

  • Credit Suisse reports commodities gained on lower supplies

    by Glenn Minnis | Jan 18, 2018

    Credit Suisse Asset Management of New York reports commodities gained during the month of December, while base metals and energy supplies decreased as demand for expectations climbed.

  • AAA Municipal Yield Curve basis points are established

    by Carrie Bradon | Jan 15, 2018

    The ICE AAA Municipal Yield Curve was raised by 5 basis points at six months and one year and the two-year spot has stayed the same, with no changes.

  • Core-Mark projected to generate higher non-GAAPS EPS

    by Carrie Bradon | Jan 10, 2018

    Ryan Domyancic estimates Core-Mark will generate non-GAAP EPS for $1.20 in 2017 and $1.41 in 2018.

  • Athene Holding enters reinsurance agreement with Voya

    by Carrie Bradon | Jan 8, 2018

    Athene Holding Ltd. has entered into a reinsurance agreement with Voya Financial Pembroke to reinsure approximately $19 billion of fixed and fixed indexed annuity liabilities.

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