We all have a legacy, whether planned or unplanned. Active planning allows us to pass on a financial legacy.
Turnaround in sentiment comes amid signs central banks may be prepared to act
Bond shop betting on an oil-price recovery.
The agency issued guidance to directors saying they should install a process to evaluate whether administrative fees are being used to encourage distribution.
Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.
Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.
You may never have thought that your clients would thank you for putting them into bond funds – until now.
Some experts point to a collapse in small-cap stocks as a harbinger of doom for the broad market.
According to Barry Ritholtz, whether we are in a bubble has yet to be determined, but Donald Trump is most certainly not the first to cry wolf.
Royal Dutch Shell, Total SA and BP, Europe's three biggest oil producers, were among 175 energy and mining companies whose credit ratings were placed on review for possible downgrade by Moody's Investors Service after cutting its forecasts for crude prices.
<i>Breakfast with Benjamin</i> The world is increasing its focus on China's currency devaluation, but it's key to keep the yuan in perspective.
Equities surged back to pare the biggest one-day selloff in five months.
Though most aren't ready to call a bottom, many are taking advantage of the pullbacks.
Emerging markets funds are in a bear market. If you've put your clients in such a fund, the thing to do is keep your expenses low and explain your strategy carefully to clients.
A rapid appreciation of the U.S. dollar may send Brent oil to as low as $20 a barrel, according to Morgan Stanley.
Deal said to value real estate investment manager at $850M
Broker-dealers and advisory firms would be foolish not to take regulatory priority letters seriously.
The world's seventh-largest economy is gaining appeal with advisers, and investors are salivating over the country's rich demographics.
<i>Breakfast with Benjamin</i> The price of oil has bounced off the bottom, but it's still a long way from a supply-demand balance.
