Trying to get up to speed on Social Security-claiming strategies? Check out these go-to resources.
I love when readers with whom I consult about tricky Social Security-claiming strategies report back to me with results.
Taking the pulse of the securities regulator as chief Mary Jo White continues her charm offensive, in which she's hoping to prove that her agency is no longer the lap dog of Wall Street. Given the revolving door, proof will be in the pudding.
Morgan Stanley and Merrill Lynch say the days of paying big bonuses to lure each other's brokers and keep their own in place may be ending.
Details are incomplete, but it is clear that the filing point to the growing bifurcation in the variable annuity pool of offerings: There will continue to be traditional variable annuities with living benefits, but more and more, carriers will be bringing out products that are largely investment-focused.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
In today's Breakfast with Benjamin: Two big investment houses recommend exiting emerging markets. Also: Credit Suisse offloads risky assets, investment gurus get nervous about 2014, cold weather and a weak economy, and what will cost more this year.
About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year
In 2014, Wells Fargo & Co. will require more revenue and set new targets for its largest group of advisers but will also give them more ways to top the hurdle.
Wirehouse agrees to settle SEC charges that it failed to inform investors that a hedge fund influenced the selection of collateral backing two debt products it was selling.
For Mary Beth Storjohann, one of the best parts about being a young, independent RIA is being able to make her own schedules, which allows her to be flexible in meeting with clients and in living a balanced life. Check out how she does it.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
Productivity per adviser climbs 11.5%; market gains, asset flows boost the bottom line
Understanding someone's technology explains more about their business than AUM ever could.
The move could happen as early as the fourth quarter. How could this impact its thundering herd of advisers and brokers?
Moving a trust to another state can extend its life or reduce your income taxes.
Moving a trust to another state can extend its life or reduce a client's income taxes
Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs
