Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid
Money managers ranked by assets from clients with more than $100M.
Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers
A year after pulling off the high-profile acquisition of a leading network of independent broker-dealers, Lightyear Capital LLC, which is controlled by former PaineWebber chief executive and chairman Donald Marron, is back in the market looking to raise more than $1 billion from investors.
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever
Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization
Brokerage Mesirow to take on 401(k) fiduciary duties for Mutual of Omaha plans sold by SA reps
A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.
Wild swings and declines in the market have advisers addressing constant client questions.
California signed on TIAA-CREF to manage its college-savings replacing Fidelity Investments, which decided not to bid
Variable annuities with lifetime income guarantees are hot as a pistol, as investors look to steer clear of an unpredictable -- and tempestuous -- stock market
With marginal rates likely going up, now is a good time for clients to rethink how they can get the most out of their tax-deferred college-savings plans
Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'
Aging baby boomers may hold down U.S. stock values for the next two decades as they sell their investments to finance retirement, according to a paper from the Federal Reserve Bank of San Francisco.
Fund firm says staying the course works; investors' resolve tested sorely this week
