Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.
Top regulator's support of a uniform standard breaks a tie among commissioners that has stymied efforts to move forward.
<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.
Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.
Jacob Cooper's RIA used investor money to settle a prior SEC complaint and fight a class action claim from investors, the regulator alleges. <b><i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20141231/FREE/123109999/PH" target="_blank">Most outlandish regulatory blunders of 2014</a>)</i></b>
The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.
Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.
Determine the fate and future of your business before the regulators force you to do so
Solid and active networking strategy ensures advisers stay well-connected to clients and provides an opportunity to remain highly visible in a crowded market.
<i>Breakfast with Benjamin</i>: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.
The formal agreements are another way to take advantage of low interest rates
As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers &mdash; and some of the companies that work with them &mdash; see a bigger role for wearable technology in the years ahead.
Calls for curb to 'egregious tax loopholes' that enable varying tax bills for investors with the same underlying assets.
Twitter reacts to Morgan Stanley's 'Margin Games' Hunger Games parody.
Knowledge about diversification, restrictions and concern about lawsuits drive decline.
Commissioner says administration ignores industry's stiff oversight by market regulators.
Millennials, robo-advice and female clients top the IBD agenda.
Social media site offers many ways to get a real dialogue going with members of your network.
Firm claims former adviser was a “Trojan horse” funneling business to his new firm, RCM Wealth Advisors, before he joined.
Payroll tax contributions exceed lifetime benefits for most workers.
