Seniors may want to sell their homes and move in with relatives as a way to reduce overhead expenses.
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.
Life insurance brokerage agencies could save up to $377 million annually in agent licensing costs if Congress were to adopt legislation.
Hedge funds lost 1.31% in August, marking the first negative returns since July 2006, according to HFR.
As floor traders clad in jackets and ties vanish from the New York Stock Exchange, they are being replaced by people like Sam Johnson, a technology whiz kid who goes about his business wearing jeans and cowboy boots.
Many young advisers have taken it upon themselves to pave their own path into the financial advice industry.
An industry-friendly 401(k) fee bill could be drafted soon in the House Ways and Means Committee to avoid some of the more-onerous provisions of an earlier bill.
The college savings plan industry once again has unveiled a wide array of marketing campaigns for the back-to-school season, with many plans emphasizing the benefits of 529 plans in light of upcoming changes in the “kiddie tax.”
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.
