The addition of the 26 funds is the result of the recent Bank of America acquisition of U.S. Trust Corp.
Seniors may want to sell their homes and move in with relatives as a way to reduce overhead expenses.
Life insurance brokerage agencies could save up to $377 million annually in agent licensing costs if Congress were to adopt legislation.
The iShares S&P National Municipal Bond Fund from Barclays Global Investors won’t be the last.
The SEC has approved a FINRA rule intended to improve B-D sales practices for purchases and exchanges of deferred VAs.
Hedge funds lost 1.31% in August, marking the first negative returns since July 2006, according to HFR.
Many young advisers have taken it upon themselves to pave their own path into the financial advice industry.
For young financial advisers looking to earn their stripes, a lack of gray hair and wrinkles could have some clients concerned about taking advice from someone as young as their child — or even grandchild.
Schwab Institutional will provide free portfolio re-balancing software to financial advisers who use its custody services.
Private-equity and hedge fund managers should pay higher taxes on their fees, according to some financial advisers.
