After 20 years of working within the strict confines of a bank trust department, adviser Robert Kaercher was ready for a change.
Winners emerging amid the extended housing slump, says fund manager David Ellison; companies taking share 'from the guys that screwed it up'
Three independent broker-dealers are suing their insurance carriers for failing to cover investors' legal claims, with one charging that its carrier has exposed it to “financial ruin.”
Nearly 100 small to midsize independent broker-dealers find themselves in trouble over sales of tenant-in-common exchanges, a form of real estate ownership in which two or more parties hold fractional interests in a property
Nearly 100 smaller independent broker-dealers sold TICs -- a real estate investment vehicle -- from an Idaho-based distributor that went bust. Now, a bankruptcy court official is putting the bite on those firms.
Stole $7M from elderly clients; will get out of prison when he's 91
Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.
Homeownership rate now below 60%; opportunity for real estate investors?
New York tops the list, according to latest data; average cost up, Dodd-Frank blamed
'Mr. Jeter deserved it,' said Christian Lopez, who snagged Yankees' 3,000 hit; a valuable piece of baseball history
Fund firms, individuals cut back dramatically on holdings of tax-exempt debt
You had to figure the issue of means testing for entitlement programs would split Republicans and Democrats. And it has -- just not the way you'd think.
In its zeal to improve protection of retirement plan participants from bad advice and conflicts of interest, the Department of Labor is proposing a rule change that, though well-intended, is too broad and may leave some participants more vulnerable than they already are
Even though the conventional wisdom in Washington is that Congress won't get around to major tax reform until after the presidential election, financial and insurance companies, and adviser groups are working feverishly to build the foundation for that policy battle
The cumulative wealth of the world's richest households will more than double, to $202 trillion over the next ten years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics.
Turnkey technology and wealth management provider Envestnet Inc has entered into an agreement to acquire the U.S.-based portion of FundQuest Inc. from BNP Paribas Investment Partners for $24.4 million in cash for all outstanding shares of the firm.
AIG shares vastly undervalued, analyst says; specter of government ownership still a turn-off
Savers with cash in longer-term certificates of deposit are losing out to inflation, according to Market Rates Insight
Case against insurer dismissed, but wording in ruling likely to trigger more litigation, regulatory probes
