Two of the more significant Dodd-Frank Act suggestions — the adoption of a new self-regulatory organization to oversee advisers and defining advisers' fiduciary duty — have not yet come to fruition.
Claim early if you need to; suspend later if you can afford it.
Federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges.
The prospect for higher rates prompted investors to snub gold, since it doesn't pay interest, unlike competing assets. Low inflation, a rally in equities and a stronger dollar have also weighed on prices.
Says charging a level fee would vanquish conflicts for advisers.
Analyzing the Camarda vs CFP Board dismissal, Schwab staffing up, and more adviser must-reads
Estate planning lawyers say 19-year-old will left pop star's daughter unprotected.
<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
Professors offer an interesting take on the age-old question. Sorry, monkeys.
Panel approves two-year extension of IRA charitable donation allowances, among others.
While the millennial generation born after 1980 has driven demand for apartments in recent years, baby boomers &mdash; those born from 1946 to 1964 &mdash; will be the next wave, pushing up rents and spurring construction.
New research finds the asset management firm that Bill Gross built, then left, lost some favor with financial advisers over the last year, but it still commands respect.
New IRS rules mean that wealthy clients need more tax-planning guidance.
The proposal to reduce conflicts of interest for brokers working with retirement accounts would create overlapping regulations that would baffle advisers and investors, regulator says.
It's not that there are fewer decreases in U.S. equities &mdash; it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
Merrill Lynch and U.S. Trust advisers can expect an even closer relationship with Bank of America Corp. when Terry Laughlin takes over for David Darnell as head of the BofA's wealth division later this year.
After seeking to win support from Democrats for legislation sponsored by Sen. Richard Shelby, R.-Ala., for easing Dodd-Frank rules, Republicans are considering adding their measure to a government-spending bill.
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Make sure you set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
