President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.
Trillion-dollar asset transfer opportunities await RIAs
Market conditions in early retirement can help predict whether your assets will actually last 30 years.
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
Early financial literacy training is key.
Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates
<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.
Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.
Bank of America Merrill Lynch took a hit in the fourth quarter due to rising expenses and lower interest income, though CEO Brian Moynihan offered a vote of confidence that brokerage chief John Thiel is managing expenses well.
What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.
LifeYield tool, previously available only to advisers, targets DIY investors.
Gov. Pat Quinn has signed Auto IRA bill in Prairie State. Will advisers object?
As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.
Decision affects American Realty Capital brand, but not Cole
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href="http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH" target="_blank">13 crucial state tax changes</a>.)</i>
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
Gift of the MAGI: Focus on non-reportable income and cash flow to keep your Medicare costs low.
Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.
From barely registering to an integral component
Brain drain at nation's largest IBD continues as top East Coast recruiter plans to take a new position at an insurance company-owned broker-dealer.
