Murray Coleman on Muck Rack

Murray Coleman

San Francisco
Reporter, Financial Advisor IQ — Financial Times

Reporter at Financial Advisor IQ, a Financial Times service

Clinton’s and Trump’s Popularity Falls with Advisors — Elite financial advisors seem to think a Donald Trump presidency would be bad for investors, a new survey by the Financial Times and Ignites Research has found. But even with his popularity falling, more FAs believe he would be better for their clients' portfolios than his Democratic rival, Hillary Clinton.

Advisers Warn Against 401(k) Loans — Investors are racking up billions of dollars in defaults on loans taken from their 401(k) plans, ignoring warnings from financial advisers they're incurring needless tax hits and endangering their retirement nest eggs. At the same time, participants in 401(k) plans have been taking out more loans against their accounts since the start of the financial crisis, according to one recent industry study.

Japan Recovery to Continue, But Not Like Last Year — Corporate earnings growth in Japan isn't likely to reach the levels it did last year - when profit soared by a hefty 55% - but that hasn't stopped many investment advisers from predicting a continued rebound for the world's third-biggest economy.

Advisers Bet Japan Stocks Will Keep Rising — Investors in Japan stock funds are betting last year's strong run will continue, but the recent selloff is warning advisers to expect more turbulence and less certainty in the world's third-biggest economy. "As corporate earnings come down to earth, so should expectations for Japanese equities," says Toru Ibayashi, head of research in Japan for UBS AG's wealth-management group.

ETFs Gain Ground on Index Mutual Funds — Ron Vinder used to buy funds run by star managers who seemed to have the Midas touch in picking stocks. After 2008's global financial crisis, the New York-based financial adviser decided to make a change. Now, he uses exchange-traded funds. Like cousin index mutual funds, ETFs are built to mimic a benchmark, making them much less expensive to...

Study Finds Cash Not Always King When Saving for Emergencies — The common way to make sure that you have enough in savings to cover emergency expenses is to stash cash in a safe place that isn't subject to turbulent stock markets. But a group of financial-planning experts from several different colleges recently got together to look at how much investors might be giving up in terms of potential long-term returns by sticking with cash.

Time to Invest the Emergency Savings? — For years, advisers have been suggesting to their affluent investors that the best way to guard against emergencies is by stashing cash in reserve. Now, with interest rates still low, such a common investing rule-of-thumb is being challenged. When...

Advisers See Opportunities in Select Commodities — To many investors, 2008's global financial crisis marked an end to the so-called commodity supercycle of double-digit annual growth since the late 1990s. More than five years later, investors still remain cautious about commodity funds, which have lagged behind the broader market.

Investors Shed Dividend-Paying Stock Funds — As the U.S. Federal Reserve trims its purchases of bonds and expectations of higher interest rates grow, investors are pulling billions of dollars from funds focused on dividend-paying stocks. Instead of prizing the funds as a complement to bonds as they did when long-term interest rates were flatlining, investors are starting to rotate away, in some instances to alternative funds using hybrid stock and fixed-income strategies.

Advisers Grow More Wary of Pimco Funds — By Corrie Driebusch and Murray Coleman Financial advisers were already pulling billions of dollars in client money from Pacific Investment Management Co.'s flagship fund before this week's announcement that Chief Executive Mohamed El-Erian is stepping down. Now, some advisers who still have holdings with Pimco Total Return Fund are even more wary about their investments in the world's largest bond fund.
More Articles →
Oct 20, 2016

Fidelity to Launch One-on-One Coaching in New Year. @FinAd_IQ Deal will offer free initial consulting to advisors. 

Oct 19, 2016

RT @MichaelKitces: The Transformation Of The 1% AUM Fee – From Levelized Commission To Fee For Advice

Oct 19, 2016

Poll: Clinton & Trump both losing support with Advisors. @FinAd_IQ Trump seen as bad for investors, Clinton worse. 

Oct 17, 2016

Schwab and TD Ameritrade Split on RIA Growth. @FinAd_IQ Benchmarking results parse data in different directions. 

Oct 13, 2016

Savant Capital Targets $1B Annual AUM Growth. @FinAd_IQ Cash injection seen as complementary to succession planning. 

Oct 05, 2016

Nonverbal cues key to sales. @FinAd_IQ After botched meeting, Ballentine trains advisors to look at more than speech. 

Oct 03, 2016

Merrill Advisor Goes Stratospheric Flying Solo. @FinAd_IQ FT 400 FA has to retool after partner suddenly retires. 

Sep 29, 2016

Bond Volatility: Do the Math. @FinAd_IQ Unlike with stocks, it's easy to build basic scenarios ahead of rate moves. 

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