Successful children of wealthy parents had support -- but within limits, a new book finds.
<i>Breakfast with Benjamin:</i> The dollar rallies ahead of Fed news. Plus: Stocks historically love the Fed's Jackson Hole meeting; Argentina's latest gambit; insurance companies create new asset management opportunities; and regretting not buying Google at the IPO.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
Larry Roth, CEO of Cetera Financial Group, warns against consolidation at the expense of client and adviser relationships.
Brokers who make large drawdowns from their investment accounts may be showing their hand before breaking away.
Outsourcing IT support to a virtual desktop system may appeal to advisers, but there's a cost attached.
More than a fifth of people collecting state and local pensions apparently apparently have moved out -- a third of them to Florida.
Gives SEC another month to act on proposal.
Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.
Careful technology choices helped one firm drastically improve its bottom line.
As smart phones and tablets become the norm, winging it no longer makes the cut; you need policies and procedures for running a mobile business. Here are some tips.
UpsideAdvisor.com's platform is designed to attract mass affluent interested in low-cost investing, but who may also want access to advisers' investment advice.
Independent advisers continue to be happier at work than their colleagues who are employees of broker-dealers but the gap in job satisfaction among the two groups is narrowing. <i><a href="//www.investmentnews.com/gallery/20140630/FREE/630009999/PH"" target=""_blank"" rel="noopener noreferrer">See how your firm ranks</a></i>
Public employees, including some schoolteachers, are affected by offset regulations
On today's <i>Breakfast with Benjamin</i> menu: BofA settlement bites homeowners. Plus: Warren Buffett feels compliance pain; a mortgage shop tries financial advice; fewer stocks participating in the bull market run; and stocks that could benefit from the ALS ice-bucket challenge.
<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.
Delay means the SEC will not act until at least this fall on a Finra proposal that would limit the number of people who qualify as public arbitrators to settle investor disputes.
Andrew Madoff, the son of the convicted Ponzi schemer, lists $11M in personal property and $4.5M in improved real property.
The comedian apparently used sophisticated estate planning techniques to provide for his children.
