Brad Weinman joins office in West Palm Beach, Fla., where he'll serve high-net-worth clients.
Remind clients that FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.
Clinton-Trump could be the biggest match-up since Frazier-Ali. <b>(More: <a href="//www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against"" target=""_blank"" rel="noopener noreferrer">What advisers say about the candidates</a>)</b> and follow us on Twitter via <b>#INDebate16</b> for live debate feedback from <i>InvestmentNews</i> and advisers.
B-Ds and other annuity distributors are asking insurers for product specifications with an eye toward compliance with the new regulation.
Should clients claim Social Security now to avoid a Medicare premium hike?
Firms may be losing the battle against the Labor Department's fiduciary rule for retirement advice, but they are still framing the debate around it &mdash; to the agency's chagrin.
Put simply, we focus on countries that we deem to be fundamentally strong but, for one reason or another, are out of favor with investors.
Finra has been unable to find a way to ensure investors get paid what they are owed.
The deal in Westport, Conn., builds on the RIA's presence in New England.
The firm is on the verge of buying Foothill Securities, an adviser-owned firm with 220 registered reps under its roof, according to two industry sources.
Filing late used to be difficult and costly to correct, but new rule alleviates a lot of the pain.
Health-care costs are “the great unknown of retirement” for many advisers.
The Invest in Others Charitable Foundation and <i>InvestmentNews</i> have recognized the philanthropic efforts of 15 advisers and 10 financial firms.
Plus: Trump would dump Yellen, bracing for the next housing bubble, and 401(k) realities that should not be ignored
Purchase of Wall Street Financial Group is the firm's ninth and second in as many months.
Plus: The dirt on negative bond yields, long-term investing in a short-term world, and switching banks
The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.
Creating after-tax wealth &mdash; what really matters for taxable investors &mdash; will require more diligence than ever.
Management will be rewarded for beating the S&P 500, a first for the growing industry.
