The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
The financial advisers' educator says it's all about asking the right questions and listening for honest answers. <i>(Plus: <a href="http://www.investmentnews.com/gallery/20150602/FREE/602009998/PH" target="_blank">6 secrets of top-performing advisers</a>)</i>
<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?
Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.
As market volatility ramps up, the timing of IMCA's certificate program kicking off next month is ideal.
<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
About 90 mobile startups have crossed $1 billion mark, spurring talk of a bubble; overvaluations makes it harder for venture capitalists to find an exit.
With recent market swings come opportunities for advisers to lower their clients' tax bills.
VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.
Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.
A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Philadelphia-based myCIO Wealth Partners is latest deal in year of sky-high valuations for wealth managers.
Planning for the spend-down phase more important than ever given the longer time horizon
Two advisers from the elite unit broke away to start their own RIA in Texas.
September has become the biggest month for new fans trying the game, which combines the stats-jockeying of traditional fantasy contests with the thrills of old-fashioned sports betting.
September could still be the cruelest month. Here's what you should be thinking about your investment portfolio.
