The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.
United Capital Financial Advisers has acquired two firms, Bedrock Capital Management in Los Altos, Calif., and Harvest Group Financial Services Corp. in Pennsylvania.
<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.
<i>Breakfast with Benjamin</i> In case you've forgotten, the junk-bond market is still in shambles.
Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.
In an <i>InvestmentNews</i> infographic, see why advisers pick Trump over Clinton, or Sanders over Rubio or Cruz.
How are these funds performing? At first blush, not that badly
The Democratic presidential candidate is getting pummeled over the money she's receiving from the financial industry. But at least one of Ms. Clinton's positions shows you can't always follow the money.
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
Retirement plan advisers should make sure they have their bases covered to prevent litigation for fiduciary breaches.
Love him or hate him, we have to give serious thought to the 'what if' scenario in which Donald Trump becomes the GOP nominee.
The agency next week will consider changes to the process by which it tries enforcement cases before in-house judges.
You may think you're a contrarian &mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word “contrarian” in their names.
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.
Advisers choosing models with the most support forgo up to 25% of profits.
Arm investors with information to evaluate analysts and benefit from volatility.
Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.
