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RETIREMENT PLANNING JAN 12, 2017
Here are the biggest gripes about the Internal Revenue Service

A report produced annually for Congress includes 20 or more of the most serious problems taxpayers face when dealing with the agency.

RIA NEWS JAN 12, 2017
SkyBridge Capital founder Anthony Scaramucci scores White House role

Mr. Scaramucci will have a general advisory role under President-elect Donald Trump, according to people familiar with the matter.

ALTERNATIVES JAN 12, 2017
Hedge funds take the 'short' out of long-short strategy

Many hedge funds have decided to toss the short side of their strategy and stick with the long side to avoid getting singed in a hot market.

Dow sails past 20,000
EQUITIES JAN 10, 2017
Dow sails past 20,000

The stock index hit 20,000 for the first time Wednesday morning as corporate earnings and signs that President Donald Trump will push through pro-growth policies reignited the equities rally that stalled a month ago.

FINTECH JAN 10, 2017
Morgan Stanley teams up with data-aggregation company Addepar to get insight into clients' holdings

The deal is the latest example of the finance industry working with technology firms that provide services the old guard can't easily replicate.

Will baby boomers be savior of bond market?
FIXED INCOME JAN 10, 2017
Will baby boomers be savior of bond market?

As they reach retirement age and become more risk averse, boomers will fuel demand for fixed-income securities.

What Donald Trump could do to your retirement
RETIREMENT PLANNING JAN 10, 2017
What Donald Trump could do to your retirement

A bitterly debated regulation that requires financial advisers to put their clients' interests first could be derailed.

Even top notch firms feel sting from fickle investors
EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.

RETIREMENT PLANNING JAN 05, 2017
Americans steadily boosting 401(k) deferral rates

The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.

RETIREMENT PLANNING JAN 05, 2017
You can avoid your bank's overdraft fees if you know how

By shopping around, consumers can find banks that are less aggressive about collecting overdraft fees.