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Clients getting divorced may encounter hidden 401(k) fees
RETIREMENT RETIREMENT PLANNING JAN 23, 2017
Clients getting divorced may encounter hidden 401(k) fees

Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200

BlackRock's Laurence Fink watching how companies react to global upheaval
INVESTING MUTUAL FUNDS JAN 19, 2017
BlackRock's Laurence Fink watching how companies react to global upheaval

In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.

Vanguard adds record $305 billion in 2016
INVESTING MUTUAL FUNDS JAN 19, 2017
Vanguard adds record $305 billion in 2016

While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.

RETIREMENT RETIREMENT PLANNING JAN 18, 2017
How Obama changed how you save for retirement

Donald Trump can undo the new rules on financial advisers but not the new skepticism of their advice.

RETIREMENT RETIREMENT PLANNING JAN 18, 2017
How to take the pain out of doing your taxes

Seventy percent of Americans get a refund after filing their income taxes, yet many of us would rather go to the dentist than do the paper work.

RETIREMENT 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.

NEWS INDUSTRY 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.

INVESTING 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
INVESTING 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.

YOUR PRACTICE 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.