New IRS rules mean that wealthy clients need more tax-planning guidance.
The proposal to reduce conflicts of interest for brokers working with retirement accounts would create overlapping regulations that would baffle advisers and investors, regulator says.
It's not that there are fewer decreases in U.S. equities — it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
Merrill Lynch and U.S. Trust advisers can expect an even closer relationship with Bank of America Corp. when Terry Laughlin takes over for David Darnell as head of the BofA's wealth division later this year.
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Make sure you set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
Legendary activist investor sounds the alarm while BlackRock CEO pushes back.
Labor Department official says the agency will change its proposal to mollify the brokerage industry.
After another quarter beating Wall Street's profit estimates, chief executive Larry Fink says the world's largest money manager wants a better relationship with RIAs.
The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.
Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.
Attrition and breakaways have shrunk head counts at wirehouses, threatening the big four firms as they look to keep pace. </br><i><b>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150517/wirehouse052015" target="_blank">Our full Spotlight on Wirehouses special report</a>)</b></i>
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Every financial adviser has some sort of self-interest when it comes to your wealth, so ask the right questions and know what you're paying.
With a client base of mostly millennials, revenue at Pamela Capalad's Brunch & Budget is up 69% this year.
Since its inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&P 500.
CLAs, given by Invest in Others and <i>InvestmentNews</i>, recognize philanthropic work around the globe.
The key is bringing liquid alts more in line with hedge fund strategies
The asset-management firm advises clients on investing based on their environmental, social and governance views and has more than $550 million of assets under advisement.
