As Morgan Stanley chief executive James Gorman sets a new profit margin target for the firm's wealth management unit, executives will be looking to advisers to capitalize on new opportunities, such as lending to high-net-worth clients, an area where the firm lags.
Advisers should recommend statutory shelters to ease clients' tax bite.
What do adviser lobbyists do when their issues are out-of-sight and out-of-mind? Quietly educate lawmakers.
Why your employer's switch to lump sum contributions could make you miss the market rally
<i>Breakfast with Benjamin:</i> Trouble in bitcoin land (but there's a silver lining) while one couple strikes gold with other coins. Plus: Tesla shines, Credit Suisse does not and looking for Macy's shoppers.
New retirees are scrambling to get by in one of the least retirement-friendly countries in the developed world
First Eagle's Kimball Brooker Jr. says the stock market is fairly to fully priced but has pockets of opportunity. Still, he's got a 20% cash position and is making no excuses for it.
The billionaire chairman of Berkshire Hathaway cited a farm he's owned since 1986 in cautioning individuals against frequent buying and selling
Don't overlook the implication of state income taxes, ordinary income or capital gains
<i>Breakfast with Benjamin:</i> How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
Independent advisers cannot afford to spend 2014 on the sidelines. The regulatory burdens facing our industry will not ease up unless we all stay focused, regardless of the political circumstances.
A new annuity product intended to buffer clients' account values against downside losses is starting to gain interest. Will it catch on across the industry? <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140223/ANNUITIES">Our full Annuities Special Report</b></i></a>
Challenge for advisers working with these clients is to warm them up to risk.
Standard & Poor's 500 Index companies are exceeding analyst sales forecasts by the most since 2012, a sign rising consumer demand is fueling economic growth as the bull market approaches its sixth year.
The latest benefits optimizing software is free.
Don't get greedy when trying to maximize Social Security benefits for your clients. Beneficiaries are entitled to only one claim per person. <i>InvestmentNews</i> contributing editor Mary Beth Franklin has the details.
Payments to spouse and children may be reduced.
Don't miss the second episode of <i>InvestmentNews'</i> <b><a href="http://www.investmentnews.com/section/video?playerType=PracticeMakeover">Practice Makeover</a></b>, as a trio of expert adviser coaches brainstorm potential solutions to adviser Trent Bradshaw's time management woes.
