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This should be your retirement savings plan when the market crashes

Right after a major stock market selloff is probably the last time you want to submit to a financial health checkup. But if you're planning on retiring at any point, it's a smart move. Where you are on your retirement timeline could alter........»»

Category: topSource: moneycentralJun 21st, 2018

RioCan CFO to Step Down, Firm Taps Current VP as New COO in Shake Up

RioCan Real Estate Investment Trust's chief financial officer is stepping down, which has some on Bay St. wondering about succession planning for the REIT that has been headed up by Edward Sonshine si.....»»

Category: worldSource: nytJun 19th, 2018

Investment manager: Bet on financial sector and PayPal

That's what David Miller, the co-founder, chief investment officer and senior portfolio manager of Catalyst Capital Advisors, an investment manager, recommends.....»»

Category: marketsSource: cnnJun 12th, 2018

Deutsche Bank not planning total retreat from investment banking, Bloomberg says

See the rest of the story here. provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallJun 6th, 2018

Gender roles in 2018: Who"s managing finances?

A new report from UBS found that 56% of married women leave investment and long-term financial planning decisions to their husbands. And it's not just older generations......»»

Category: videoSource: cnnMay 31st, 2018

Medical Properties Trust to sell equity investment in Ernest Health

See the rest of the story here. provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 30th, 2018

Millennial women leave financial planning to spouses

Millennial women tend to leave financial planning and investment decisions to their spouses, the most of any age group, according to a new study from UBS. The wide-ranging survey shows that 61 percent of Millennial women are more likely to leave major.....»»

Category: topSource: bizjournalsMay 30th, 2018

Want To Be Successful? Paul Tudor Jones Says To Take A ….. Journalism Class

Paul Tudor Jones, the founder of Tudor Investment Corp., tells us what advice he would give to his 18-year-old self. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial .....»»

Category: blogSource: valuewalkMay 29th, 2018

Stepp & Rothwell"s succession plan is as rare as its business plan

The succession plan for most investment advisory firms is to find a company willing to acquire the operation. But that didn't seem like a good fit for the Overland Park financial planning company......»»

Category: topSource: bizjournalsMay 29th, 2018

2018 CFO of the Year: Medium Private Company Finalists

Nancy Furr oversees financial strategy, accounting, internal audit, tax, financial planning, risk management, treasury and restaurant asset management for Ted’s Montana Grill, which has more than 2,750 employees and annual revenue of $116 million......»»

Category: topSource: bizjournalsMay 27th, 2018

Mark Hulbert: How to have an investment portfolio that can beat Harvard’s

Diversification and humility are keys to financial success, writes Mark Hulbert......»»

Category: topSource: marketwatchMay 18th, 2018

5 steps to ease your worries about money, health in retirement

We asked financial planners what their clients who are planning for or living in retirement worry about, and what can be done to eas.....»»

Category: topSource: usatodayMay 16th, 2018

Tampa private equity company takes aim at growing health care practices along Florida"s west coast

A medical practice in the portfolio of HealthEdge Investment Partners has bought Cape Coral Hospitalists Inc. HealthEdge portfolio company Spectrum Medical Partners Inc. is aiming to become a regional leader, and the deal for the Cape Coral company gives.....»»

Category: topSource: bizjournalsMay 11th, 2018

Bank Of America Upgrades Petrobras, Says Return To Financial Health Likely

Improving oil prices mean a "major change" to the investment profile of Brazil-based Petroleo Brasil/ADR (NYSE: PBR), according to Bank of America Merrill Lynch. Latest Ratings for P.....»»

Category: blogSource: benzingaMay 10th, 2018

Americans’ anxiety about paying bills has spiked over the last year

Only worries about health and safety outranked financial anxiety in an annual poll by the American Psychiatric Association......»»

Category: topSource: marketwatchMay 8th, 2018

Top of the List: Central Ohio’s largest fee and commission financial planners—and what does that mean, anyway?

Looking for a financial planner? We invite you to start with our annual Top 25 lists, which are split into fee and commission firms, fee-only firms and banks that offer financial planning services. What defines a fee and commission (also referred t.....»»

Category: topSource: bizjournalsApr 9th, 2018

6 financial planning tips for soon-to-be parents

Having a baby? First, check these money moves off your list.         Having a baby? First, check these money moves off your list.        .....»»

Category: topSource: usatodayApr 8th, 2018

Chinese Private Equity Group Unites Blockchain and Investment Strategies

As cryptocurrencies continue to make their mark on the financial arena many capital investment firms are looking to bring the power of the blockchain and traditional investment strategies together to give traders more opportunities in an adapting industry.....»»

Category: futuresSource: nasdaqApr 6th, 2018

PeopleDoc adds incremental functionality to Ultimate portfolio, says MUFG

See the rest of the story here. provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewall1 hr. 35 min. ago

ProctorU inks AI deal with London company

ProctorU, the Birmingham based online proctoring company and Pearson, a London-based education service, are partnering to integrate artificial intelligence and machine learning into Pearson’s MyLab portfolio. Financial terms of the deal were not .....»»

Category: topSource: bizjournals3 hr. 5 min. ago