How much to allocate is both an unanswerable question in general and one that absolutely needs to be addressed for each client. </br><b><i>(More: <a href="http://www.investmentnews.com/section/specialreport/20151011/ALTS2015" target="_blank">IN's Spotlight on Alternative Investments special report</a>)</b></i>
Proposal would clarify brokers' and advisers' responsibilities in cases of suspected elder abuse
Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations
Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.
Democrat Lisa Fairfax and Republican Hester Peirce have academic backgrounds and sit on the agency's Investor Advisory Committee.
A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.
When was the last time you checked what your employer is offering you?
As she enters what could be her last year as chairwoman of the SEC, experts grade Mary Jo White's performance.
Other digital platforms that advisers should also have on their radar screens handle functions other than investing.
Students are graduating with more debt than ever before, but advisers should make sure retirement savings aren't neglected.
To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.
Candidate says clients and constituents, virtually unfazed by recent market turbulence, need a level playing field for financial advice.
Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for advisers and their clients.
Don't underestimate the impact digital technology can have on the advice industry.
Deteriorating demographics, low productivity growth and a need for more deleveraging will keep a lid on rates for the foreseeable future.
<i>Breakfast with Benjamin</i>: Top hedge fund manager Michael Novogratz (pictured) hits the bricks, and the firm is closing its flagship macro hedge fund.
<i>Breakfast with Benjamin</i>: All eyes will be on banks this week and earnings season welcomes the reports from the financial sector.
Bad news is that lawmakers once again opted for a short-term stopgap and avoided tackling the tougher issues
Heading a huge, highly visible agency in the wake of a financial crisis results in ups and downs for Mary Jo White.
