You can keep your personal finances from taking a back seat to the transaction, but your window of time is limited after you sign a letter of intent
<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
Four key questions to assess your readiness for a merger or acquisition.
One study found that even if your tax rate is the same now as it will be after retirement, a Roth 401(k) is still the better bet.
New report cites potential costs of systemic risk designation for asset managers
The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, <a href="http://www.investmentnews.com/2014fp">take part in this year's study</a>.
Checks on sponsor companies and protection for investors and advisers is welcome, but statement reporting adds more confusion than clarity
Course will be offered to financial and nonfinancial majors to offer them a taste of the advice profession.
Some brokers say the math in moving to a fee-based model just doesn't add up for clients.
Top 35 years of earnings, not final years, determine monthly amount.
Urges members of Congress to support charging user fees to advisers for exams
Action contrasts with House panel vote last week, which gave agency $300 million less
Everything they do is magic, but they have to earn their own living, adviser says.
After severe weather crimped its recruiting efforts over the winter, LPL Financial says it's seeing a return to normal levels of adviser movement but that the once-hot nontraded REIT market is cooling off.
The measure has bipartisan support going forward, but hurdles remain.
Proponents of the strategy tout its effectiveness in any rate environment.
Small data, or the information you can access and interpret from resources within your own firm, can pay off big.
Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania
Personalized financial advice should take cues from the robo-adviser trend/
