Paying tax now, on today's balance, may be preferable to paying future tax on a much larger sum, year after year.
The 5-10% allocation most advisers are using is not enough to manage risk
Broker and wirehouse embroiled in a three-year dispute over a promissory note.
A decline in compensation expenses in the first quarter helped the wirehouse hit its 22% profit margin target three quarters ahead of schedule. <i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20150406/FREE/406009999/PH/the-6-highest-paid-broker-dealer-executives" target="_blank">The 6 highest-paid B-D executives</a>)</i>
Advisers have a lot to consider when picking an automated investment service to use with their clients &mdash; here is a rundown of the features and functionality of the top adviser-targeted platforms.
Legislation gives the Labor Department $1.4 billion less than requested
There's no escape &mdash; you and your co-signer are probably in it for life.
Millennials should learn whatever they can, both in terms of what to do and what not to do.
Robo-technology is here to stay. Adjust your strategy to ensure that you are too.
The two fund giants are battling in the robo-advice game but you might be surprised at which firm could come out on top after all. And take a look at which robo DOL Secretary Thomas Perez <a href="//www.investmentnews.com/article/20150619/FREE/150619892/dol-secretary-perez-touts-wealthfront-as-paragon-of-low-cost#"" target=""_blank"" rel="noopener noreferrer">seems to like.</a>
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Dodge & Cox most female-friendly on Morningstar list.
Develop a strategy to navigate family financial dynamics and protect retirement savings.
Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)
Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.
Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies
Retail investors respond in large numbers to the Intelligent Portfolios offering.
Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.
The United Capital chief recounts the lessons he's learned from running with the bulls in Pamplona over the past four decades.
Greece shows how bad decisions can add up to create a nightmare.
