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What the wealthy really want from advisers
PRACTICE MANAGEMENT MAR 24, 2011
What the wealthy really want from advisers

More face time, for starters; ranking shows Atlantic Trust scores well with clients

RIA NEWS MAR 24, 2011
IRS auditors went after rich in fiscal 2010

The Internal Revenue Service audited 18.4% of taxpayers reporting income above $10 million last year, up from 10.6% in fiscal 2009

REGULATION, LEGAL & COMPLIANCE MAR 24, 2011
After beating, Stanford one step closer to getting out of jail

Persuades judge in civil trial to move him from prison cell to house arrest; 'wreck of a man'

RETIREMENT PLANNING MAR 23, 2011
Putnam CEO to Congress: Save Social Security, don't privatize it

Putnam Investments chief Robert Reynolds came to Washington on Wednesday to urge Congress to save Social Security — just not in the way Wall Street executives usually recommend.

FIXED INCOME MAR 22, 2011
Southwest hit with $500K fine

Southwest Securities Inc. will pay $500,000 to resolve Financial Industry Regulatory Authority Inc. claims that the firm violated Municipal Securities Rulemaking Board rules by using paid consultants to solicit business

RIA NEWS MAR 20, 2011
IRS to wannabe tax dodgers: "Talk to the hand'

RIA NEWS MAR 20, 2011
Power shortages threaten global supply chain

Ford Motor Co., Samsung and The Boeing Co. are waiting for suppliers in quake-stricken Japan to increase one key export: information

REGULATION, LEGAL & COMPLIANCE MAR 18, 2011
Advisers look to 'show their cards last' by filing ADVs at deadline

Harvard vs. plumbing school? You'd be surprised
RETIREMENT PLANNING MAR 18, 2011
Harvard vs. plumbing school? You'd be surprised

With college tuition reaching mind-boggling levels, economist Laurence Kotlifoff reexamines the ROI of higher education. What he discovers may explain why the guy who fixes your sink drives a better car than you do.

Nikkei plunge an 'overreaction,' Oakmark managers say
EMERGING MARKETS MAR 17, 2011
Nikkei plunge an 'overreaction,' Oakmark managers say

Firm's International Fund has 23% of assets in Japan; 'high-quality companies'