Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016
A looming earnings recession favors utilities, staples, dividend-payers.
Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.
The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.
Mitigating political passions in meetings — whether for Trump or Sanders or anyone in between — can mean letting clients rage.
Some analysts say the pullback makes more sense than the rally
Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.
The brokerage industry's chief regulator will step down in the second half of 2016 after a successor is found.
The student loan repayment-retirement savings juggle has never been more difficult, but new benefits could help ease the strain.
Scoring funds for social, environmental and governance factors feeds a growing investor appetite
Whether you're just starting out on your own or already have an established advisory practice, technology questions are ever-present.
Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.
<i>Breakfast with Benjamin</i> Professors take it to the advice industry with a new paper charging economy-wide adviser misconduct.
InvestmentNews is beginning its search for the best and brightest among the advice industry's latest class of up-and-comers.
Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.
Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.
With SupportPay, parents can upload a receipt, send the ex a bill, and “never have a conversation,” according to the company's founder.
Five ways advisers can reinvent their customer service to satisfy this new client base.
RIAs would have to prepare ahead for potential business disruptions, including a planner's sudden death.
Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.
