Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.
<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes
Here's how to get a solid will and other essential documents without bankrupting your heirs.
Variable annuities may have won the day in quarterly sales, but broker-dealers are stepping up their distribution of fixed indexed products, which hedge against rising interest rates.
Some IBDs are finding extraordinary success in leveling the ranks of male and female advisers, even though on average less than one out of every five advisers today is a woman. Here's how they do it.
Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.
<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.
BlackRock named Salim Ramji head of its U.S. wealth advisory business, succeeding Frank Porcelli, as the world's biggest asset manager pushes to attract more retail clients.
RCS Capital Corp., the struggling brokerage group cobbled together by real estate developer Nicholas Schorsch, is exploring a sale of its independent broker-dealer, according to people with knowledge of the matter. <i>Plus: <a href="//www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo"" target=""_blank"" rel="noopener noreferrer">How Nick Schorsch lost his mojo</a></i>
Group focuses on mainstream and alternative investments such as nontraded REITs.
Group of three advisers produced $7.8 million in revenue.
A proposed regulatory change is aimed at curbing investors' impulse to stampede out of funds when asset prices are at risk of tanking.
Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.
Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young "super savers."
September has become the biggest month for new fans trying the game, which combines the stats-jockeying of traditional fantasy contests with the thrills of old-fashioned sports betting.
Equal-weighted exposure to the S&P 500 for 30 basis points.
Marc D. Lowe, who was terminated over alleged “inappropriate workplace behavior,” joins Wells' employee channel.
Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
<i>InvestmentNews</i> wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.
The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.
