Financial decisions to be made at intervals along the path toward higher education.
In a bad omen for the mutual fund industry, the shift toward fee-based compensation is expected to accelerate over the next two years, a new report finds. Who's pushing the trend?
Alternative investments can diversify 529 plans, J.P. Morgan says. Try finding plans that offer them, though.
Breakfast with Benjamin: Watching the last jobs report of the year, plus Vanguard as the Wal-Mart of ETFs, retailers show early weakness, shrinking health care jobs, Deutsche Bank abandons commodities trading, and unions pay fast food protesters.
Though one study says people are saving enough, experts warn that investors need to be reminded
Deal is on top of $62.5 million the bank contributed to settlement fund.
News out of Detroit and Illinois means retirees should count on lower income stream
Investors are donating more, but also seeking to make an impact with their gifts
To benefit an animal-rescue charity effort that LPL is undertaking, LPL's usually clean-cut CEO Mark Casady is growing a beard. This week, he posted a Photoshopped “Duck Dynasty”-style beard on Twitter.
Today's Breakfast with Benjamin: T. Rowe Price warns of correction, Deutsche Bank bans chat rooms, the first-ever hedge fund ad debuts, big banks sweating over the looming Volcker rule, and EU Commission levies heavy fine for rate rigging.
For advisers working with clients in Detroit and Ilinois, preparing for a sharp cut in pension benefits — and a smaller income stream — is a centerpiece of retirement planning.
The largest seller of long-term-care coverage is counting on periodic rate increases of 2% to 4% to maintain profit targets.
The world's biggest wealth manager, is targeting millionaire clients in oil-rich Nigeria and Angola as Swiss rival Credit Suisse Group AG withdraws from some African markets.
Step by step, former wirehouse advisers can build a new brand and enjoy new freedom.
Advisory firms — particularly large and growing ones — are considering the addition of a chief risk officer to stay on the level.
Rules differ for those currently married, widows/widowers and the divorced
Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.
A paradox for the ages as weak economy pushes stock prices higher.
Waiting till after Jan. 1 to cash out means a whole year to harvest losses, experts say
Clients may think advisers are buying them a load of coal when they see their quarterly statements because advisers are poised to buy some (gulp) bonds, interest-rate risk included, before the end of the year despite stocks' strong outlook.
