Buying just the exchange-traded funds would add $36 billion in assets to its PowerShares family
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Allowing bond purchases with borrowed funds would have the biggest impact
Accelerating tax deductions and deferring income recognition are two primary ways to benefit from the political climate.
Registered rep formed a company and then sold $1.74 million worth of shares to his brokerage clients.
Paul Elvidge got five years for forging clients' signatures and bilking accounts.
John R. Edgecomb Sr. spent 37 years at Merrill, where his son joined him in 2007.
One explanation is that they're staying much healthier than other Americans.
Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.
With $243 billion in assets, CAPTRUST continues to grow on its own terms.
Over an eight-year period, the B-Ds failed to properly supervise sales charge waivers to clients in retirement plans and charitable organizations.
According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.
Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.
Adviser allegedly hid the true amount of fees he was charging them, leading the couple to pay $1.2 million more than they thought they were being charged.
