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BlackRock: Focus on ETF quality, rather than cost
INVESTING ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

The truth about family office jobs
RIAS PRACTICE MANAGEMENT JUN 12, 2019
The truth about family office jobs

Two recruiters talk about the upsides and downsides, from trips on superyachts to learning to buy racehorses.

Long-shot bid for Wells Fargo CEO job gains steam
RIAS PRACTICE MANAGEMENT JUN 12, 2019
Long-shot bid for Wells Fargo CEO job gains steam

As other candidates turn down the position, senior executives at the bank support the candidacy of interim CEO Allen Parker.

Treasury deals final blow to states' SALT deduction workarounds
ADVISOR NEWS REGULATION AND LEGISLATION JUN 11, 2019
Treasury deals final blow to states' SALT deduction workarounds

New regulations prohibit arrangements in which residents get state tax credit in exchange for charitable contributions.

The biggest threat to wealthy families may be internal
RIAS PRACTICE MANAGEMENT JUN 10, 2019
The biggest threat to wealthy families may be internal

Wealth managers share advice on solid governance structure that will withstand family fights over succession planning and investment decisions.

Trump tariffs have wiped out most families' tax-cut gains
ADVISOR NEWS REGULATION AND LEGISLATION JUN 07, 2019
Trump tariffs have wiped out most families' tax-cut gains

If the president follows through on threats to impose levies on imports from China and Mexico, middle-earning households could end up paying almost $4,000 more

Goldman CFO eyes wealth management acquisitions in Europe
RIAS RIA NEWS JUN 06, 2019
Goldman CFO eyes wealth management acquisitions in Europe

A buy would help it compete with UBS and Credit Suisse

Price war expands as Fidelity cuts fees for target-date funds
INVESTING MUTUAL FUNDS JUN 05, 2019
Price war expands as Fidelity cuts fees for target-date funds

Total net expenses for 21 of firm's 22 index funds will be lower than that of similar Vanguard Group products.

Retirement is forced upon roughly a quarter of Americans
ADVISOR NEWS RETIREMENT PLANNING JUN 03, 2019
Retirement is forced upon roughly a quarter of Americans

Nearly half of those who retired last year were younger than 62, while a quarter were between 62 and 64.

One of the most hated tax breaks in America just won't die
RIAS RIA NEWS JUN 03, 2019
One of the most hated tax breaks in America just won't die

Some claim it helps produce jobs for Americans while others claim killing it wouldn't raise much revenue.