Plus: Hillary Clinton whiffs on corporate tax reform, most folks can only dream of a nest egg, and the DEA gives the pot lobby the cold shoulder
Add up all your possessions — cash, property, retirement accounts — and subtract all your debts, and you could end up in the red.
Gold mining stocks continue to leverage rising gold prices.
Regulators should coordinate these different standards as soon as possible to minimize confusion for investors.
Robert Edward Loftus was discharged in 2013 and found in breach of a promissory note
Many more advice firms consider themselves buyers rather than sellers, so those seeking acquisitions are considering down-market options.
Both candidates are promising lots of government spending.
Online users now require cell phone for text message verification.
Mutual fund firms move defensively toward active ETFs.
The firms all say in their mid-year outlooks that investors should seek dividends and diversification. Some are betting on bond markets, gold and cash.
Group overseeing $750 million starts wealth manager YorkBridge.
Head of bank's brokerage will now be in charge of community banking.
Big adviser moves have picked up steam in the last five years
Many have either been acquired or are trying to become national firms.
As broker-dealers move toward uniform commissions to comply with Labor Department rule, investors could end up paying higher prices than in an unregulated environment. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">The DOL rule from all angles</a>)</i></b>
State plans would not be subject to ERISA, which some in the industry fear will give them a leg up on private plans.
Plus: Central bankers have altered the financial world, the ABCs of smart-beta due diligence, and seven steps to transforming your advisory practice
Plus: Kitces breaks down inherited retirement assets, new money market rules, and saving for a dream vacation
Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.
