The Republican presidential candidate has built billions of dollars in personal wealth. His employees aren't getting much of it.
As clients demand different service from advisers, there's an increasing reliance on video conferencing and other tools to stay in touch.
Splits resulting from infidelity outed by this week's data hack of Ashley Madison will involve emotional hurdles that affected couples need to manage.
The right strategy will help clients avoid penalties that can last a lifetime.
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.
Says charging a level fee would vanquish conflicts for advisers.
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.
Panel approves two-year extension of IRA charitable donation allowances, among others.
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.
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.
Labor Department official says the agency will change its proposal to mollify the brokerage industry.
The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.
Attrition and breakaways have shrunk head counts at wirehouses, threatening the big four firms as they look to keep pace. </br><i><b>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150517/wirehouse052015" target="_blank">Our full Spotlight on Wirehouses special report</a>)</b></i>
