TIAA-CREF, the manager of retirement accounts for teachers, has agreed to buy Nuveen Investments for $6.25 billion, including debt. The combined company would rank among the 20 largest U.S. mutual-fund firms.
Broker-dealer North Capital Private Securities adds crowdfunding site OneVest to its platform that syndicates private offerings for investors.
The largest U.S. mutual fund provider has a message for the boards of directors of America's biggest companies: We're watching how they're being run.
Increasing transparency would go a long way in deflecting criticism that the SEC steers cases to its owns judges
Time for advisers to tell industry groups pushing hard against a fiduciary rule that they're tired of the rhetoric — and that they're not acting in advisers' best interests.
Investors don't understand the core characteristics and key differences between investment advisers and other financial services providers, according to David Tittsworth.
Risk management is as important to long-term financial planning as the growth of investments
Money managers say more participants want to link retirement savings to values.
Wells Fargo's Kent Christian says the advisory community is getting older and that requires attention immediately, whether you like it or not.
<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.
Drop in oil prices send the Oracle of Omaha, and his mixed track record on investing in energy, to the exits but he make a play for a Canadian producer and adds to his big IBM stake.
Make people want you and make the world want to buy what you're selling
A primer on the costs of becoming a landlord.
Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.
Second homes can provide good income, but are clients ready for the tax filing and landlord burden?
Financial advisers can help clients take early steps to plan for the progressive disease.
Advisers are hopeful that the House will approve making tax breaks for IRA charitable donations permanent, but are trying to keep expectations low.
If you can't clearly communicate your value and strategies, your clients and prospects are unlikely to trust you.
The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.
Investors switch decisively toward plain-vanilla, index investing
