That's good news for consumer-oriented companies, which are likely to benefit from more incremental spending
Reflecting the rebounding economy, financial advisers are attending more conferences and taking more courses for continuing-education credits.
The failure of Congress to plug the 2010 estate tax loophole has created considerable uncertainty.
With the estate tax laws set to expire by year-end — and no clear indication when Congress will address the issue — some financial advisers and attorneys see an opportunity for their high-net-worth clients in this extremely muddled situation.
Stocks have been in flux over the past few weeks as surprises kept coming from overseas. Greece's debt crisis, similar troubles in Portugal, and China's latest moves to slow down its economy have kept investors guessing.
Apparently, a fair number of men and women think they can -- or at least, that's what a new poll finds
The Labor and Treasury department have put out a request for information on the use of annuities in defined-contribution plans.
The benefits that financial advisers provide to a client going through a divorce start when that client first informs you of the wedding plans.
Like many financial advisers, Rick Kahler struggled for years over whether to hire a peer to review his personal financial plan.
I would like to share a story about great client service from a financial adviser.
Retirement savings for workers automatically enrolled in individual retirement accounts under the administration's fiscal 2011 budget proposal would be invested in Roth IRAs — unless they specifically chose a traditional IRA.
The Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that would have brought thousands of insurance and securities brokers under the sway of a new oversight board.
Three months after he joined the company, Andrew Sieg, head of retirement and philanthropic services at Bank of America/Merrill Lynch, has reorganized its retirement services group
The Labor Department is likely to issue new rules governing investment advice given to 401(k) plan participants by the end of this month, Assistant Labor Secretary Phyllis Borzi said today.
The SPARK Institute's option would limit contributions to $10,000, higher than the typical IRA, would “simplify” investment option selection, among other things.
Deputy editor Evan Cooper on advisers, brokers, and TV. (Yes, TV)
The Obama administration last week announced plans to require employers to give employees the option of enrolling in direct-deposit individual retirement accounts.
More than 1,000 financial planners contacted members of the House to oppose a provision in financial-reform legislation that could put many advisory firms under the jurisdiction of the Financial Industry Regulatory Authority Inc.
