Wild swings and declines in the market have advisers addressing constant client questions.
California signed on TIAA-CREF to manage its college-savings replacing Fidelity Investments, which decided not to bid
With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans
Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'
Slam of Oracle's willingess to pay more taxes made a good sound byte -- but not much sense
Berkshire boss suddenly a lightning rod for criticism after stating wealthy should pay more; 'needs a day job'
Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.
Social media used by more than half of large businesses; lots of monitoring going on
Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode.
Fund firm says staying the course works; investors' resolve tested sorely this week
The major lobbying group for large broker-dealers last week urged the SEC to develop a new fiduciary standard that could change from customer to customer and which would be spelled out at the start of an adviser-client relationship
The longest-running Ponzi scheme ever? Philip Barry, a money manager from Brooklyn, was sentenced to 20 years in prison for running a $45 million Ponzi scheme that defrauded hundreds of investors over three decades.
The exam brings the SROIIA a little bit closer to acting as a self-regulatory organization over investment advisers. But will the SEC approve?
Taxpayers will be able to examine the qualifications of paid tax-return preparers in a database being built by the IRS that may be available as soon as 2013.
Influential group will endorse one of its own for small-firm seat; ramped-up regulations No.1 concern
In the high-stakes political game surrounding the adoption of a fiduciary standard, broker-dealer interest groups have outgunned their opposition in spending.
