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Brokerages face exodus as advisers get better deal in indie firms
Reuters via Chicago Tribune
Brokerage firms are facing an exodus of employees who are finding they can make more money and save on taxes by taking their clients and starting an independent firm before they retire. Prices are rising for independent brokers because of demand from investors and other firms, while supply is low because advisers have made steady money through a five-year bull market and are waiting to sell.
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Adding oil and energy to the mix
CFA Chicago
While fracking has captured much of the popular press attention lately, there is a much more pervasive shift in the global energy power balance taking place that has near and long term implications at both macroeconomic and individual company levels. The U.S. is now the second largest producer of crude oil in the world, sandwiched between Saudi Arabia and Russia. U.S. oil exports now exceed agricultural exports. Join us on Sept. 23 at 2:30 p.m. as we discuss the macro-economic and geopolitical implications of the energy revolution, and identify sector-specific impacts.
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The big picture — Harris Associates' international portfolio
CFA Chicago
David Herro is the Chief Investment Officer-International Equities at Harris Associates L.P. and serves as the Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, and The Oakmark Global Select Fund. Herro has been managing international portfolios since 1986, previously managing international portfolios for The State of Wisconsin Investment Board and The Principal Financial Group. Join CFA Chicago on Sept. 24 at The Standard Club for the Distinguished Speaker Series featuring Herro.
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Central banks and the illusion of stability
CFA Institute's Enterprising Investor
In the 17th century, Sir William Mallery was a well-master who lived on the outskirts of Rutland, England. In the English Civil War of 1648, the town had lost many of its fighting-age men in battle. Legend has it that in the Battle of Worcester, Sir William fled the battlefield while a dozen of Rutland’s men perished. Consequently, he was labeled a coward. According to Sir William, he chased the enemy on foot and reports of his departure were just plain wrong. But nobody believed him.
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50 financial Twitter feeds you must follow
The Wall Street Journal
The discussion of finance on Twitter is sounding more mature these days. Once simply a swirling pot of news, on-the-fly analysis, ridiculous market rumors and general snark, the social media site is now home to some of the fastest sophisticated analysis available on the web. If you know where to look, there are some very solid accounts owned by banks, investment firms and research houses tweeting out some of the same research on markets and economics as they email to their clients.
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Say what? Investing jargon drives some batty
Morningstar
It's no secret that mistrust of financial institutions remains high almost six years after the depths of the financial crisis. In fact, a survey by Edelman finds that financial services continues to be the least-trusted industry globally (the most trusted: technology). Perhaps one way the financial industry can improve its standing with the public is through the language it uses.
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SEC examining 'alternative' mutual funds
The Associated Press via Chicago Sun-Times
Federal regulators are scrutinizing a type of mutual fund that’s potentially riskier than conventional funds and is growing in popularity, prompting concerns over possible harm to ordinary investors. The Securities and Exchange Commission has disclosed that it’s conducting a “national sweep exam” of so-called alternative mutual funds, focusing in a first phase on 15 to 20 groups of funds.
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Energy sector may gain on geopolitical woes
Investing
Unless you have been living under a rock for the past few months, it is probably safe to assume that geopolitical concerns have migrated toward the top of the consideration list when contemplating investments. The recent conflicts flaring up in Ukraine, Israel-Gaza and Iraq have created a queasy feeling of uncertainty in many circles throughout the globe, but all hope is not lost for investors. If there is any bright side to these otherwise unpleasant situations, it could come by way of gains in the energy sector.
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Investors worry about Europe
Chicago Tribune
On the face of it, the stock market seems to be drifting lower based on military tensions and geopolitical concerns involving the Middle East and Russia. But analysts increasingly are asking whether there's something more troubling underlying the global economy. "Geopolitical concerns have been driving recent market moves, but is something bigger underway in the stock market?" Bank of America Merrill Lynch strategists Martin Mauro and Cheryl Rowan said in a recent report to their clients.
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The time is now, and the place is the Midwest
Midwest Energy News
The Midwest, with its world-renowned Universities and research labs, has all the right intellectual capital to kick-start an energy tech revolution. The next step is pairing these great ideas with the right financial capital, and there are serious investment dollars transforming raw potential and innovation into viable businesses in the region. It’s not a coincidence that Chicago’s first Venture Summit will be held this October — the city has seen a significant increase in tech startup investment.
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Here's why Treasury yields will keep on falling
CNBC
Don't bet against the U.S. bond market rally anytime soon. Conflicts in Ukraine and the Middle East, and record low bond yields in Europe, have unleashed a stampede into Treasurys, knocking benchmark 10-year yields to 2.30 percent, a 14-month low at one stage on Aug. 15. They ended the week at 2.34 percent. "We are in a market environment now that is largely beyond fundamentals," said Chris Orndorff, portfolio manager at Western Asset Management in Pasadena, California, a leading U.S. bond manager that has about $470 billion in assets.
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Brokerages face exodus as advisers get better deal in indie firms
Reuters via Chicago Tribune
Brokerage firms are facing an exodus of employees who are finding they can make more money and save on taxes by taking their clients and starting an independent firm before they retire.

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Regulators reject 'living wills' of banks
Chicago Tribune
Eleven of the biggest U.S. banks have no viable plan for unwinding their businesses without rattling the economy, federal regulators said, ordering the firms to address their shortcomings by July 2015 or face tougher rules.

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Power network draws rich families to Chicago banker Byron Trott
Bloomberg
Carol Bernick, executive chairman of Alberto-Culver Co., was facing the decision of a lifetime. She was going to sell the Melrose Park, Illinois–based shampoo maker her father had started in 1955 or she was going to plunge into foreign markets — Japan and Brazil — to keep up with competitors.

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TRENDING ARTICLES
Missed last week's issue? See which articles your colleagues read most.

    Power network draws rich families to Chicago banker Byron Trott (Bloomberg)
Regulators reject 'living wills' of banks (Chicago Tribune)
Does selling theoretical performance put investors first? (CFA Institute's Enterprising Investor)
Walgreen CEO: Leaving US wasn't in best interest of shareholders (Chicago Tribune)
2 Northwestern startups win awards and 1871 memberships (Chicago Business Journal)

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CFA Society Chicago NewsBrief

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