You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.
Obama's CPFB appointment won't propel Dodd-Frank into GOP debate
MetLife Inc. must defend a lawsuit by the beneficiary of a policy who claimed the insurer paid $302,000 to the wrong person.
Caplan oversees $83 million acquisition of flat-fee VA seller; targets RIAs
Suze Orman's new prepaid debit card will come with fees of at least $36 a year
Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.
Almost a quarter of wealthy individuals in the U.S. don't trust their children or stepchildren to protect the assets they plan on leaving the next generation.
U.S. workers' health insurance premiums rose 63% between 2003 and 2010 as employers shifted more of the burden of rising medical costs to individuals and families, according to a study from The Commonwealth Fund
Avoid paying the IRS using complicated stock sale strategies; effective tax rate for billionaires now down to 18%
The Internal Revenue Service is reducing spending in anticipation of budget cuts for this fiscal year, commissioner Douglas Shulman wrote in a letter to lawmakers last week
Schwab's new bundled 401(k), Index Advantage, will offer 40 low-cost funds covering about 16 asset classes.
Financial advisers hear the growing national buzz that the wealthy should be paying more in taxes, and many are prepping clients for the possibility that they soon will be forking over more to Uncle Sam.
Independent broker-dealers owned by insurance companies, once the dominant players of the industry, will continue to dwindle in size and importance over the coming decade, unable to keep pace with more nimble competitors that invest in, and increase, investment advisory services for reps.
Conglomerate acquires $7.5B in accounts from insurer; sale includes online banking platform
Firings down, manufacturing up; economy gaining momentum going into 2012
Tax proposals from the Republican presidential candidates favor one group
In its quarterly report yesterday, LPL revealed news that definitely makes a splash: It's paying $27 million for the assets of National Retirement Partners Inc. The broker-dealer announced the acquisition last month.
