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Brokers under White House scrutiny for costing workers billions in retirement savings
RETIREMENT PLANNING FEB 02, 2015
Brokers under White House scrutiny for costing workers billions in retirement savings

New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.

Obama seeks overhaul of corporate tax system
RIA NEWS FEB 01, 2015
Obama seeks overhaul of corporate tax system

In budget proposal, president to offer companies system they have sought but on less favorable terms.

MUTUAL FUNDS JAN 28, 2015
Gundlach's DoubleLine pulls in record cash

Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.

Florida firm linked to 'Wolf of Wall Street' raided by FBI
RETIREMENT PLANNING JAN 27, 2015
Florida firm linked to 'Wolf of Wall Street' raided by FBI

Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.

EQUITIES JAN 27, 2015
The best and worst investments of 2014

These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.

It's getting easier to tell good stocks from bad
EQUITIES JAN 26, 2015
It's getting easier to tell good stocks from bad

2015 is shaping up to be a better year for active equity management.

PRACTICE MANAGEMENT JAN 26, 2015
Dark tales of vacation home woes

Rents quoted by agents in resort towns are often misleading, and the costs of upkeep are much higher than you think.

PRACTICE MANAGEMENT JAN 22, 2015
Could your mortgage rate be lower?

As prices rise and rates fall to lowest levels since 2013, the Consumer Financial Protection Bureau launches a 'rate checker'.

FINTECH JAN 22, 2015
The risky business of compliance

New archiving solutions take the headaches out meeting SEC link capture regulations.

TurboTax raises prices and the tax-prep software battle is on
RETIREMENT PLANNING JAN 21, 2015
TurboTax raises prices and the tax-prep software battle is on

But comparing the three market leaders — TurboTax, TaxACT and H&R Block — isn't easy.