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NEWS REGULATION AND LEGISLATION DEC 09, 2016
Anthony Scaramucci headed to White House?

The hedgie, famous for comparing the DOL fiduciary rule to the Dred Scott decision, may be going to work for Donald Trump.

Small business optimism soars after Trump victory
NEWS INDUSTRY NEWS DEC 09, 2016
Small business optimism soars after Trump victory

The November reading of the National Federation of Independent Businesses' small business optimism index had its sharpest surge since 2009.

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Your credit card choice could make-or-break the bank

The wrong pick can cost you money or a free trip.

RETIREMENT RETIREMENT PLANNING DEC 09, 2016
Will your career really last into retirement?

Working into your 70s or 80s can be a great idea, but it's also completely unrealistic for many workers who want to stick to their chosen profession.

NEWS REGULATION AND LEGISLATION DEC 08, 2016
Trump pick for Labor secretary not likely to favor DOL fiduciary rule

Though Andrew Puzder, a fast-food CEO, has not weighed in on the regulation, his conservative leanings on employment policies indicate he probably won't embrace it.

NEWS INDUSTRY NEWS NOV 30, 2016
Madoff case provides blueprint on how to profit from a Ponzi scheme

Investing through offshore channels protects investors from legal efforts to clawback gains.

Elizabeth Warren questions whether Wells Fargo brokerage unit ensnared in bank's sales scandal
NEWS REGULATION AND LEGISLATION NOV 30, 2016
Elizabeth Warren questions whether Wells Fargo brokerage unit ensnared in bank's sales scandal

The Massachusetts lawmaker and two other Democrats asked whether the bank filed inaccurate reports on terminated employees to Finra.

YOUR PRACTICE FINTECH NOV 29, 2016
Technology at the core of reinvention

Advisory firm hunts down a cloud-based system to make compliance more automated.

RETIREMENT RETIREMENT PLANNING NOV 23, 2016
The despondent voter's guide to Trump and money

If you're saving for retirement or other long-term goals, too much fear and caution can be dangerous.

YOUR PRACTICE FINTECH NOV 23, 2016
Technology that improves client service with fewer people

Adviser shares path to lower costs through integration.