College kids paying credit card rates for private student loans
With interest charges around 10%, graduates saddled with enormous tabs; 'I'll be making payments forever.'
RIAs and insurers are coming together
The demographic wave of 76 million boomers entering retirement over the next two decades is crashing into a…
Advisers keen for model ETF portfolios
The growing popularity of exchange-traded funds has led to a boom among money managers who specialize in using…
Stillwater runs dry as OSU, Pickens come up empty in insurance battle
Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors
Screening process at DFA inspires devotion, loyalty
Over his 20-year career as a financial adviser, Dave Hutchinson heard all the jokes about Dimensional Fund Advisors…
What does Buffett see about real estate that others don’t?
The Oracle makes $3.85B bid for ResCap mortgage business; 'the worst is behind us'
Why widows ditch their advisers
Advisers to surviving spouses must acknowledge the 'elephant in the room'
Few advisers have full access to client investment info, but continue to advise anyway
78% of advisers lack access to clients' full financial pictures but continue to advise anyway
Suicides hint at magnitude of South Korean banking crisis
Several executives kill themselves amid scandal, shutterings; 'everyone's become a victim'
Family Office Exchange creates list of elite wealth managers
The list is aimed at those with more than $20 million in investible assets
Tax-wise ways to draw down IRAs and 401(k)s
The following is an edited transcript of a May 15 webcast, “Tax-Wise Ways to Draw Down IRAs and…
No one expected the info inquisition
No financial adviser wants to meet with a client and discover that the client knows something he or she doesn't.
Advisers feeling more pressure to manage risk, communicate
Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently...
Take this job and love it: Financial planner ranks as fifth-best job
Financial planners have less stress, a better working environment and fewer physical demands than most other jobs. Hardly anyone makes more than they do, too.
Heavy hitters aim to KO Bachus bill
Schwab Advisor Services and TD Ameritrade Institutional rally the troops to oppose bill
After Peluso move, FiNet looks to land new head
Boss of Wells Fargo indie B-D shifts to affiliated clearing business
Adviser pricing transparency is coming
Faced with a dearth of reliable data on the fees and commissions being charged for advisory services, many…
Scott Mather: Pimco Foreign Bond Fund
Don’t attribute the success of the Pimco Foreign Bond Fund to great geographic allocations. “If you just…
‘Targets on their back,’ wealthy turning to trusts
Shielding assets now a prime concern of the rich; different states, different rules
Largest clearing firms ranked by number of B-D clients
Top clearing and custody firms for financial advisers Rank Firm Parent company Main…
