70% of widows leave their advisers after their spouse dies, so here's advice to maintain these relationships
Template-based web design systems might make things easy, but most of them have major drawbacks.
Stress tests, rate outlook bode well but negative sentiment on the sector remains.
Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Chairwoman says agency is considering augmenting adviser exams with third-party audits.
Tony Robbins wants to be a champion for RIAs, bringing the inspirational advice he's given to entrepreneurs and CEOs to advisers working to build their businesses. </br><b><i>(Also: <a href="http://www.investmentnews.com/gallery/20141116/FREE/111409999/PH/tony-robbins-7-steps-to-financial-freedom" target="_blank">Tony Robbins' 7 steps to financial freedom</a>)</b></i>
Cerulli study suggests quantitative manager selection and staying invested during downturns helps home offices outperform advisers.
The agency's Investor Advisory Committee recommends making it easier for investors to track securities violations by advisers and brokers, regardless of who regulates them.
Scott Powers, outgoing SSgA chief, plans to retire later this year.
<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?
Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable &mdash; lending their unique skills and perspectives to important causes in communities across the country and around the world.
Being used in target date funds, but higher fees may prevent widespread use
Republicans stand alone as a barrage of letters flood Capitol Hill aimed at stalling the pending rule – at least, for now.
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
Once reserved for institutions, strategies now available to advisers at just the right time.
Lynnda Speer, widow of a Home Shopping Network co-founder, alleges excessive trading and negligent supervision by Morgan Stanley in an arbitration claim.
<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?
