Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.
AUG 13, 2015

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Stifel settles massive $30 million complaint involving star broker’s sale of structured products.
Stifel settles massive $30 million complaint involving star broker’s sale of structured products.

Chuck Roberts and Stifel have been facing scrutiny due to sales of structured products and structured notes.

The Year Is 2046 and I’m a Financial Advisor 
The Year Is 2046 and I’m a Financial Advisor 

What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth management while reinforcing the enduring value of human guidance, trust, and empathy. 

Wealth Enhancement agrees to buy $22B RWA Wealth Partners in family office play
Wealth Enhancement agrees to buy $22B RWA Wealth Partners in family office play

The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.

Captive insurer fails to shake IRS challenge to $239,773 in tax deductions
Captive insurer fails to shake IRS challenge to $239,773 in tax deductions

Anguilla-based affiliates may have been shams, the court said

Judge voids NYC pied-à-terre tax rollout, orders city to start over
Judge voids NYC pied-à-terre tax rollout, orders city to start over

Advisors with clients who own second homes in New York City face fresh uncertainty as the city seeks a stay and plans an appeal.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains