Expect more due diligence on funds and fees, and expect to do it more frequently.
The author of 'A Random Walk Down Wall Street' talks about investing in today's world, the financial advice business and robos.
Parent of RIA Mariner Wealth Advisors wants to hire up to 160 employees over the next six months.
A team of elite advisers who was <a href="http://www.investmentnews.com/article/20140919/FREE/140919904" target="_blank">fired last month</a> by Bank of America Merrill Lynch over private securities transactions has found a new home. <i>(Plus: The team <a href="http://www.investmentnews.com/article/20141007/FREE/141009940/terminated-2-5-billion-merrill-lynch-team-plans-to-fight-back" target="_blank">plans to fight back</a>.)</i>
Cash and stock deal values the firm, with about 450 independent reps and advisers, at 39.4%, lower than other recent deals.
Firm continues independent broker-dealer buying spree in $24M deal.
Will 2015 finally be the year when plan sponsors welcome these insurance products with open arms?
A blockbuster lawsuit alleging misconduct by Nicholas Schorsch is one of many issues confronting his vast real estate empire.
Given the rapid pace of changing demographics and technology, advisers need to change their approach to client communication, particularly client meetings.
<i>InvestmentNews</i> survey finds only one-third of advisers expect to invest in protecting online information next year.
Opportunity knocks for patient investors, but 2015 gains won't be as sharp as this year's.
In the best case scenario, tailoring your portfolio offerings to the client can help increase sales
What do a spouse's efforts mean for the valuation of a business and its division in two?
Prices set to fall as interest rates rise and the economy picks up steam, say prognosticators, who haven't been this bearish since 2008.
Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.
Hint: The magic age of 66 applies to exes, too.
Clients must contact SSA directly to get benefit estimates on ex's earnings.
VP focused on strategies designed to adjust for inflation, investing in TIPS.
The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.
These are the moves that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
