Skyrocketing costs of private schools has advisers telling clients to consider less-prestigious -- and less expensive -- colleges for their kids
Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser dashboard.
The door from the trading floor to the chief executive's office opens, and before it can close, the voice of a broker working the phones is heard, using a line that could have been lifted from the Shearson Lehman playbook of the go-go 1980s.
Firm allegedly failed to disclose use of derivatives in two funds adequately; agrees to pay $35M to settle the charges
Proposed 2013 budget would gut dividend tax break, impose Buffett rule, raise top marginal rate to nearly 40%
Observers find proposals to be well intended, but say workers have a lot to learn on annuities
Newly released final rule for disclosure to plan sponsors to kick in this July; controversial proposals dumped
Advisers unable to meet fiduciary obligation to clients with reduced capacity; 'document, document, document'
Housing values down 3.7% in November in 20 major cities; 'a turn for the worse'
