Jason Chandler and Bill Carroll will now share responsibility for field leadership; Paul Hatch fills new role as head of advice and solutions
Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.
SEC Commissioner Daniel Gallagher's proposal that RIAs be required to hire third-party examiners to audit their operations shouldn't be rushed.
Plus a primer on the increasingly complicated financial aid and application processes.
Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.
Advisers can use their role to facilitate building generational bonds
Companies eager to “de-risk” their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.
After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.
The startup's latest debut follows a successful New York launch
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
House would be next to take up the bill, which could help financial advisers' clients
The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.
Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.
BlackRock Inc.'s chief executive Laurence D. Fink said the U.S. housing market is “structurally more unsound” today than before the financial crisis because it depends more on government-backed mortgage companies such as Fannie Mae and Freddie Mac.
RCAP sales slow in 1Q but nontraded REIT “freight train” will roll for a decade, Schorsch says. Firm's army of wholesalers raising $40 million of equity a day, a figure that could top $60 million a day by the fourth quarter
Firm growing quicker than peers; quarterly profit up 20% as revenue rises 9% to $2.7B.
BlackRock Inc. CEO Laurence D. Fink, whose firm is the largest shareholder in companies from Apple Inc. to JPMorgan Chase & Co., is repeating his call to chief executive officers to engage with shareholders and be more transparent about balance-sheet decisions.
66% are chipping in a significant amount to their grandchildren's education.
RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.
