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Russian hacker pleads guilty to huge data thefts from JPMorgan
Russian hacker also admits attacks against Fidelity, ETrade.
Three Roth conversion traps that should be avoided
Advisers need to be aware of conversion rules so not to cause extra headaches.
Young people thirsty for personal finance know-how
Three out of four recent high school graduates wish a class on personal finance had been a mandatory part of their education.
Goldman targets rich Europeans
Bank plans to add 30 wealth advisers to court clients in Switzerland, Germany and the UK.
J.P. Morgan Private Bank adviser joins LPL-affiliated hybrid
Kurt Yndestad, with $200 million in assets, is jumping to IHT Wealth Management.
5 misimpressions drive baseless warnings for mutual fund industry
Mutual fund industry tipping point spurs fear mongering about its supposed implications.
What’s driving growth in the fixed indexed annuity market?
As consumers began to put more weight on preserving their retirement assets than growing them, fixed indexed annuity sales picked up.
Efforts to block Reg BI likely to lead to delay, confusion
Investors cannot wait for the lawsuits to work their way through the courts.
Ultra-rich want wealth to make a difference
Many UHNW clients no longer have to be convinced of the merits of impact investing
Court decision key for estate planners
Ruling could help them construct trusts that avoid state tax collection efforts.
Create a trust when passing on wealth
It will protect the assets from creditors and children's spouses in the event of a divorce.
Real estate always in style for the rich
Property has advantages beyond diversifying portfolios.
Bonhill’s Women in Asset Management award winners
Recognizing 16 female role models in the investment industry
Warren’s wealth tax could create compliance challenges
Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS.
Ariel’s Mellody Hobson says women, minorities should ‘speak their truth’ instead of trying to blend in
Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas
Are 401(k) advice fees headed to zero?
Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.
UBS ‘raid’ of Credit Suisse in U.S. prompts $9 million slap
Arbitration panel rules UBS did raid Credit Suisse employees.
Traders still see another Fed rate cut by year-end
The central bank cut rates by a quarter point at today's meeting.
Wells Fargo reps managing $575 million to open RIA
The Berry Group will take advantage of Wells Fargo's new RIA channel.
The simple strategy boosting Bill Gates’s fortune
The Microsoft founder, whose wealth totals $106 billion, has $60 billion of his assets in equities.
