Forecasts are calling for the S&P 500 to rise 5.8% by year-end, the most optimistic call since 2011.
A new plan design and technology aims to expand access, reduce costs.
Holds up online-advice provider as exemplar of low-cost, fiduciary advice.
Mark Johannessen says firms need to help each staff member grow and feel respected as a professional. Here's how he does it.
Paying tax now, on today's balance, may be preferable to paying future tax on a much larger sum, year after year.
The 5-10% allocation most advisers are using is not enough to manage risk
Broker and wirehouse embroiled in a three-year dispute over a promissory note.
A decline in compensation expenses in the first quarter helped the wirehouse hit its 22% profit margin target three quarters ahead of schedule. <i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20150406/FREE/406009999/PH/the-6-highest-paid-broker-dealer-executives" target="_blank">The 6 highest-paid B-D executives</a>)</i>
Advisers have a lot to consider when picking an automated investment service to use with their clients &mdash; here is a rundown of the features and functionality of the top adviser-targeted platforms.
Legislation gives the Labor Department $1.4 billion less than requested
There's no escape &mdash; you and your co-signer are probably in it for life.
Millennials should learn whatever they can, both in terms of what to do and what not to do.
Robo-technology is here to stay. Adjust your strategy to ensure that you are too.
The two fund giants are battling in the robo-advice game but you might be surprised at which firm could come out on top after all. And take a look at which robo DOL Secretary Thomas Perez <a href="//www.investmentnews.com/article/20150619/FREE/150619892/dol-secretary-perez-touts-wealthfront-as-paragon-of-low-cost#"" target=""_blank"" rel="noopener noreferrer">seems to like.</a>
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Dodge & Cox most female-friendly on Morningstar list.
Develop a strategy to navigate family financial dynamics and protect retirement savings.
Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)
Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.
Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies
